Waterfront Wealth Inc. First Tr Value Line Divid Inde Transaction History

Waterfront Wealth Inc.

  • $389 Million
  • Q4 2024

A detailed history of Waterfront Wealth Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Waterfront Wealth Inc. holds 9,051 shares of FVD stock, worth $401,140. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,051
Previous 8,986 0.72%
Holding current value
$401,140
Previous $408,000 3.43%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 03, 2025
BUY
$43.4 - $46.7 $2,821 - $3,035
65 Added 0.72%
9,051 $394,000
Q1 2024

May 13, 2024
SELL
$39.94 - $42.23 $28,956 - $30,616
-725 Reduced 7.47%
8,986 $379,000
Q4 2023

Jan 31, 2024
BUY
$36.09 - $40.63 $4,872 - $5,485
135 Added 1.41%
9,711 $393,000
Q3 2023

Nov 09, 2023
BUY
$37.39 - $41.11 $19,891 - $21,870
532 Added 5.88%
9,576 $358,000
Q2 2023

Jul 28, 2023
BUY
$38.66 - $40.72 $5,798 - $6,108
150 Added 1.69%
9,044 $362,000
Q4 2022

Jan 30, 2023
BUY
$35.61 - $41.46 $4,273 - $4,975
120 Added 1.37%
8,894 $354,000
Q3 2022

Nov 01, 2022
BUY
$35.79 - $42.23 $52,432 - $61,866
1,465 Added 20.04%
8,774 $337,000
Q2 2022

Jul 25, 2022
BUY
$37.24 - $43.02 $1,117 - $1,290
30 Added 0.41%
7,309 $284,000
Q1 2022

May 13, 2022
BUY
$39.95 - $43.09 $31,560 - $34,041
790 Added 12.17%
7,279 $310,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $8,681 - $9,468
220 Added 3.51%
6,489 $279,000
Q3 2021

Nov 02, 2021
BUY
$39.2 - $41.72 $11,956 - $12,724
305 Added 5.11%
6,269 $246,000
Q2 2021

Aug 04, 2021
BUY
$38.16 - $40.72 $9,540 - $10,180
250 Added 4.38%
5,964 $237,000
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $179,019 - $201,532
5,714 New
5,714 $200,000

Others Institutions Holding FVD

# of Institutions
636
Shares Held
145M
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
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email