Institute For Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,646 shares of FVD stock, worth $1.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

24,646

Previous 24,646 -0.0%

Holding current value

$1.1 Million

Previous $1.12 Million 4.1%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$36.09 - $40.63 $16,709 - $18,811	-463 Reduced 1.84%	24,646 $999,000
Q3 2023 Oct 13, 2023	SELL	$37.39 - $41.11 $1,233 - $1,356	-33 Reduced 0.13%	25,109 $938,000
Q4 2022 Feb 02, 2023	BUY	$35.61 - $41.46 $8,617 - $10,033	242 Added 0.97%	25,142 $1 Million
Q3 2022 Oct 18, 2022	SELL	$35.79 - $42.23 $35,790 - $42,230	-1,000 Reduced 3.86%	24,900 $891,000
Q2 2022 Jul 25, 2022	SELL	$37.24 - $43.02 $36,160 - $41,772	-971 Reduced 3.61%	25,900 $1.01 Million
Q1 2022 Apr 29, 2022	SELL	$39.95 - $43.09 $6,591 - $7,109	-165 Reduced 0.61%	26,871 $1.14 Million
Q2 2021 Jul 21, 2021	SELL	$38.16 - $40.72 $20,377 - $21,744	-534 Reduced 1.94%	27,036 $1.08 Million
Q4 2020 Feb 01, 2021	BUY	$31.33 - $35.27 $863,768 - $972,393	27,570 New	27,570 $967,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History