U.S. Capital Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 19,320 shares of FVD stock, worth $859,933. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,320
Previous 7,685 151.4%
Holding current value
$859,933
Previous $349,000 141.55%
% of portfolio
0.03%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$43.4 - $46.7 $504,959 - $543,354
11,635 Added 151.4%
19,320 $843,000
Q3 2024

Oct 22, 2024
SELL
$40.45 - $45.49 $78,715 - $88,523
-1,946 Reduced 20.21%
7,685 $349,000
Q2 2024

Jul 11, 2024
BUY
$39.94 - $42.43 $239 - $254
6 Added 0.06%
9,631 $392,000
Q1 2024

May 10, 2024
BUY
$39.94 - $42.23 $82,755 - $87,500
2,072 Added 27.43%
9,625 $406,000
Q4 2023

Feb 06, 2024
BUY
$36.09 - $40.63 $144 - $162
4 Added 0.05%
7,553 $306,000
Q3 2023

Oct 19, 2023
BUY
$37.39 - $41.11 $224 - $246
6 Added 0.08%
7,549 $282,000
Q2 2023

Aug 04, 2023
SELL
$38.66 - $40.72 $1.25 Million - $1.32 Million
-32,321 Reduced 81.08%
7,543 $302,000
Q1 2023

May 11, 2023
SELL
$38.43 - $41.37 $109,986 - $118,400
-2,862 Reduced 6.7%
39,864 $1.6 Million
Q4 2022

Feb 03, 2023
BUY
$35.61 - $41.46 $1.25 Million - $1.45 Million
35,068 Added 457.93%
42,726 $1.71 Million
Q3 2022

Nov 01, 2022
SELL
$35.79 - $42.23 $6,406 - $7,559
-179 Reduced 2.28%
7,658 $274,000
Q2 2022

Aug 12, 2022
BUY
$37.24 - $43.02 $14,747 - $17,035
396 Added 5.32%
7,837 $304,000
Q1 2022

May 12, 2022
BUY
$39.95 - $43.09 $297,267 - $320,632
7,441 New
7,441 $315,000

Others Institutions Holding FVD

# of Institutions
593
Shares Held
137M
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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