Lwm Advisory Services, LLC First Tr Value Line Divid Inde Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 13,259 shares of FVD stock, worth $586,047. This represents 0.42% of its overall portfolio holdings.

Number of Shares
13,259
Previous 16,500 19.64%
Holding current value
$586,047
Previous $750,000 22.93%
% of portfolio
0.42%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$43.4 - $46.7 $140,659 - $151,354
-3,241 Reduced 19.64%
13,259 $578,000
Q3 2024

Nov 13, 2024
SELL
$40.45 - $45.49 $57,115 - $64,231
-1,412 Reduced 7.88%
16,500 $750,000
Q2 2024

Aug 08, 2024
BUY
$39.94 - $42.43 $279 - $297
7 Added 0.04%
17,912 $729,000
Q1 2024

May 09, 2024
BUY
$39.94 - $42.23 $479 - $506
12 Added 0.07%
17,905 $756,000
Q3 2023

Nov 02, 2023
BUY
$37.39 - $41.11 $186 - $205
5 Added 0.03%
17,893 $669,000
Q2 2023

Aug 07, 2023
SELL
$38.66 - $40.72 $44,574 - $46,950
-1,153 Reduced 6.06%
17,888 $717,000
Q1 2023

May 02, 2023
SELL
$38.43 - $41.37 $371,118 - $399,510
-9,657 Reduced 33.65%
19,041 $764,000
Q4 2022

Feb 07, 2023
SELL
$35.61 - $41.46 $6,872 - $8,001
-193 Reduced 0.67%
28,698 $1.15 Million
Q3 2022

Nov 16, 2022
BUY
$35.79 - $42.23 $607,284 - $716,558
16,968 Added 142.31%
28,891 $1.03 Million
Q2 2022

Aug 15, 2022
BUY
$37.24 - $43.02 $2,532 - $2,925
68 Added 0.57%
11,923 $463,000
Q1 2022

May 09, 2022
BUY
$39.95 - $43.09 $85,932 - $92,686
2,151 Added 22.17%
11,855 $501,000
Q4 2021

Feb 18, 2022
BUY
$39.46 - $43.04 $382,919 - $417,660
9,704 New
9,704 $418,000

Others Institutions Holding FVD

# of Institutions
636
Shares Held
145M
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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