Laidlaw Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 14,640 shares of FVD stock, worth $645,331. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,640
Previous 14,043 4.25%
Holding current value
$645,331
Previous $572,000 16.26%
% of portfolio
0.35%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$40.45 - $45.49 $24,148 - $27,157
597 Added 4.25%
14,640 $665,000
Q2 2024

Aug 01, 2024
BUY
$39.94 - $42.43 $27,798 - $29,531
696 Added 5.21%
14,043 $572,000
Q1 2024

May 15, 2024
BUY
$39.94 - $42.23 $50,843 - $53,758
1,273 Added 10.54%
13,347 $563,000
Q4 2023

Feb 12, 2024
SELL
$36.09 - $40.63 $40,926 - $46,074
-1,134 Reduced 8.59%
12,074 $489,000
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $493,847 - $542,980
13,208 New
13,208 $493,000

Others Institutions Holding FVD

# of Institutions
583
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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