Le Clair Wealth Partners LLC First Tr Value Line Divid Inde Transaction History

Le Clair Wealth Partners LLC

  • $147 Billion
  • Q2 2025

A detailed history of Le Clair Wealth Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 15,060 shares of FVD stock, worth $690,952. This represents 0.46% of its overall portfolio holdings.

Number of Shares
15,060
Previous 15,340 1.83%
Holding current value
$690,952
Previous $684 Million 1.58%
% of portfolio
0.46%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$40.62 - $45.12 $11,373 - $12,633
-280 Reduced 1.83%
15,060 $673 Million
Q1 2025

May 14, 2025
SELL
$42.61 - $45.51 $132,985 - $142,036
-3,121 Reduced 16.91%
15,340 $684 Million
Q4 2024

Feb 14, 2025
BUY
$43.4 - $46.7 $801,207 - $862,128
18,461 New
18,461 $806 Million

Others Institutions Holding FVD

# of Institutions
643
Shares Held
141M
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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