Tria Gen Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 13,396 shares of FVD stock, worth $600,676. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,396

Previous 13,396 -0.0%

Holding current value

$600,676

Previous $609,000 4.11%

% of portfolio

0.21%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$40.45 - $45.49 $2,022 - $2,274	-50 Reduced 0.37%	13,396 $609,000
Q2 2024 Jul 18, 2024	BUY	$39.94 - $42.43 $79 - $84	2 Added 0.01%	13,446 $547,000
Q1 2024 Apr 23, 2024	SELL	$39.94 - $42.23 $4,033 - $4,265	-101 Reduced 0.75%	13,444 $567,000
Q4 2023 Jan 22, 2024	SELL	$36.09 - $40.63 $74,850 - $84,266	-2,074 Reduced 13.28%	13,545 $549,000
Q3 2023 Oct 23, 2023	SELL	$37.39 - $41.11 $5,907 - $6,495	-158 Reduced 1.0%	15,619 $583,000
Q2 2023 Aug 08, 2023	SELL	$38.66 - $40.72 $13,956 - $14,699	-361 Reduced 2.24%	15,777 $632,000
Q1 2023 Apr 24, 2023	BUY	$38.43 - $41.37 $19,945 - $21,471	519 Added 3.32%	16,138 $648,000
Q3 2022 Oct 21, 2022	SELL	$35.79 - $42.23 $501 - $591	-14 Reduced 0.09%	15,619 $559,000
Q4 2020 Feb 02, 2021	BUY	$31.33 - $35.27 $489,781 - $551,375	15,633 New	15,633 $548,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC First Tr Value Line Divid Inde Transaction History