Wcg Wealth Advisors LLC First Tr Value Line Divid Inde Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 54,306 shares of FVD stock, worth $2.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

54,306

Previous 57,473 5.51%

Holding current value

$2.2 Million

Previous $2.33 Million 1.63%

% of portfolio

0.19%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$39.94 - $42.23 $126,489 - $133,742	-3,167 Reduced 5.51%	54,306 $2.29 Million
Q4 2023 Feb 08, 2024	SELL	$36.09 - $40.63 $464,730 - $523,192	-12,877 Reduced 18.3%	57,473 $2.33 Million
Q3 2023 Nov 09, 2023	BUY	$37.39 - $41.11 $163,356 - $179,609	4,369 Added 6.62%	70,350 $2.63 Million
Q2 2023 Aug 14, 2023	SELL	$38.66 - $40.72 $80,838 - $85,145	-2,091 Reduced 3.07%	65,981 $2.65 Million
Q1 2023 May 15, 2023	SELL	$38.43 - $41.37 $26,747 - $28,793	-696 Reduced 1.01%	68,072 $2.73 Million

Q4 2022 Feb 14, 2023	SELL	$38.06 - $41.46 $172,069 - $187,440	-4,521 Reduced 6.17%	68,768 $2.74 Million
Q3 2022 Nov 14, 2022	SELL	$37.17 - $42.23 $187,076 - $212,543	-5,033 Reduced 6.43%	73,289 $2.62 Million
Q2 2022 Aug 23, 2022	SELL	$37.24 - $43.02 $1.53 Million - $1.76 Million	-41,008 Reduced 34.37%	78,322 $3.04 Million
Q2 2022 Aug 15, 2022	BUY	$37.24 - $43.02 $4.44 Million - $5.13 Million	119,330 New	119,330 $3.62 Million

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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Wcg Wealth Advisors LLC First Tr Value Line Divid Inde Transaction History