Sax Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,347 shares of FVD stock, worth $286,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,347
Previous 6,093 4.17%
Holding current value
$286,820
Previous $271,000 4.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 23, 2025
BUY
$40.62 - $45.12 $10,317 - $11,460
254 Added 4.17%
6,347 $283,000
Q1 2025

May 14, 2025
BUY
$42.61 - $45.51 $259,622 - $277,292
6,093 New
6,093 $271,000

Others Institutions Holding FVD

# of Institutions
630
Shares Held
141M
Call Options Held
0
Put Options Held
823
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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