Naviter Wealth, LLC First Tr Value Line Divid Inde Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,425 shares of FVD stock, worth $250,852. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,425
Previous 126,410 95.71%
Holding current value
$250,852
Previous $5.15 Million 95.22%
% of portfolio
0.03%
Previous 0.78%

Shares

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

Oct 16, 2024
SELL
$40.45 - $45.49 $4.89 Million - $5.5 Million
-120,985 Reduced 95.71%
5,425 $246,000
Q2 2024

Aug 01, 2024
BUY
$39.94 - $42.43 $154,048 - $163,652
3,857 Added 3.15%
126,410 $5.15 Million
Q1 2024

Apr 18, 2024
BUY
$39.94 - $42.23 $311,851 - $329,731
7,808 Added 6.8%
122,553 $5.18 Million
Q4 2023

Feb 05, 2024
SELL
$36.09 - $40.63 $67,596 - $76,099
-1,873 Reduced 1.61%
114,745 $4.65 Million
Q3 2023

Nov 14, 2023
BUY
$37.39 - $41.11 $112,543 - $123,741
3,010 Added 2.65%
116,618 $4.36 Million
Q2 2023

Jul 20, 2023
BUY
$38.66 - $40.72 $4.39 Million - $4.63 Million
113,608 New
113,608 $4.55 Million

Others Institutions Holding FVD

# of Institutions
584
Shares Held
139M
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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