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

Tria Gen Wealth Management LLC

$221 Million
Q1 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 13,444 shares of FVD stock, worth $561,690. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,444

Previous 13,545 0.75%

Holding current value

$561,690

Previous $549,000 3.28%

% of portfolio

0.26%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$37.17 - $42.23 $520 - $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

560

Shares Held

155M

Call Options Held

5.2K

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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