Morey & Quinn Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 83,961 shares of FVD stock, worth $3.8 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
83,961
Previous 98,316 14.6%
Holding current value
$3.8 Million
Previous $4.38 Billion 14.39%
% of portfolio
3.0%
Previous 3.63%

Shares

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

Jul 23, 2025
SELL
$40.62 - $45.12 $583,100 - $647,697
-14,355 Reduced 14.6%
83,961 $3.75 Billion
Q1 2025

Apr 16, 2025
BUY
$42.61 - $45.51 $71,499 - $76,365
1,678 Added 1.74%
98,316 $4.38 Billion
Q4 2024

Feb 11, 2025
BUY
$43.4 - $46.7 $4.19 Million - $4.51 Million
96,638 New
96,638 $4.22 Billion

Others Institutions Holding FVD

# of Institutions
633
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
Track This Portfolio

Track Morey & Quinn Wealth Partners, LLC Portfolio

Follow Morey & Quinn Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morey & Quinn Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morey & Quinn Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email