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

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 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 44,649 shares of FVD stock, worth $1.98 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
44,649
Previous 51,421 13.17%
Holding current value
$1.98 Million
Previous $2.1 Million 3.05%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 13, 2024
SELL
$40.45 - $45.49 $273,927 - $308,058
-6,772 Reduced 13.17%
44,649 $2.03 Million
Q2 2024

Aug 12, 2024
SELL
$39.94 - $42.43 $115,226 - $122,410
-2,885 Reduced 5.31%
51,421 $2.1 Million
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
$35.61 - $41.46 $160,992 - $187,440
-4,521 Reduced 6.17%
68,768 $2.74 Million
Q3 2022

Nov 14, 2022
SELL
$35.79 - $42.23 $180,131 - $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
597
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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