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

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, True Wealth Advisors, LLC holds 6,335 shares of FVD stock, worth $282,414. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,335
Previous 5,911 7.17%
Holding current value
$282,414
Previous $240,000 20.0%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 29, 2024
BUY
$40.45 - $45.49 $17,150 - $19,287
424 Added 7.17%
6,335 $288,000
Q2 2024

Jul 24, 2024
SELL
$39.94 - $42.43 $12,740 - $13,535
-319 Reduced 5.12%
5,911 $240,000
Q1 2024

Apr 23, 2024
SELL
$39.94 - $42.23 $114,747 - $121,326
-2,873 Reduced 31.56%
6,230 $263,000
Q4 2023

Feb 08, 2024
SELL
$36.09 - $40.63 $162,441 - $182,875
-4,501 Reduced 33.09%
9,103 $369,000
Q3 2023

Nov 07, 2023
BUY
$37.39 - $41.11 $29,874 - $32,846
799 Added 6.24%
13,604 $508,000
Q2 2023

Jul 31, 2023
BUY
$38.66 - $40.72 $130,709 - $137,674
3,381 Added 35.88%
12,805 $513,000
Q1 2023

Apr 19, 2023
SELL
$38.43 - $41.37 $152,836 - $164,528
-3,977 Reduced 29.68%
9,424 $378,000
Q4 2022

Jan 23, 2023
SELL
$35.61 - $41.46 $43,444 - $50,581
-1,220 Reduced 8.34%
13,401 $0
Q3 2022

Oct 21, 2022
SELL
$35.79 - $42.23 $516,521 - $609,463
-14,432 Reduced 49.67%
14,621 $523,000
Q2 2022

Jul 27, 2022
SELL
$37.24 - $43.02 $37,761 - $43,622
-1,014 Reduced 3.37%
29,053 $1.13 Million
Q1 2022

May 05, 2022
SELL
$39.95 - $43.09 $60,044 - $64,764
-1,503 Reduced 4.76%
30,067 $1.29 Million
Q1 2022

May 04, 2022
BUY
$39.95 - $43.09 $60,044 - $64,764
1,503 Added 5.0%
31,570 $1.28 Million
Q4 2021

Feb 02, 2022
BUY
$39.46 - $43.04 $1.19 Million - $1.29 Million
30,067 New
30,067 $1.29 Million

Others Institutions Holding FVD

# of Institutions
573
Shares Held
144M
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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