Wealth Plan Partners, LLC First Tr Value Line Divid Inde Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,143 shares of FVD stock, worth $318,577. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,143

Previous 8,119 12.02%

Holding current value

$318,577

Previous $369 Million 15.6%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$43.4 - $46.7 $42,358 - $45,579	-976 Reduced 12.02%	7,143 $312 Million
Q3 2024 Nov 05, 2024	BUY	$40.45 - $45.49 $33,452 - $37,620	827 Added 11.34%	8,119 $369 Million
Q2 2024 Aug 09, 2024	BUY	$39.94 - $42.43 $23,285 - $24,736	583 Added 8.69%	7,292 $297 Million
Q1 2024 May 07, 2024	SELL	$39.94 - $42.23 $527,886 - $558,153	-13,217 Reduced 66.33%	6,709 $283 Million
Q4 2023 Jan 05, 2024	BUY	$36.09 - $40.63 $16,854 - $18,974	467 Added 2.4%	19,926 $808 Million
Q3 2023 Nov 01, 2023	BUY	$37.39 - $41.11 $16,227 - $17,841	434 Added 2.28%	19,459 $728 Million
Q2 2023 Jul 31, 2023	SELL	$38.66 - $40.72 $655,634 - $690,570	-16,959 Reduced 47.13%	19,025 $763 Million
Q1 2023 May 10, 2023	BUY	$38.43 - $41.37 $25,632 - $27,593	667 Added 1.89%	35,984 $1.45 Billion
Q4 2022 Feb 16, 2023	SELL	$35.61 - $41.46 $130,617 - $152,075	-3,668 Reduced 9.41%	35,317 $1.43 Billion
Q1 2022 May 03, 2022	BUY	$39.95 - $43.09 $48,139 - $51,923	1,205 Added 3.19%	38,985 $1.58 Million
Q4 2021 Feb 01, 2022	SELL	$39.46 - $43.04 $446,884 - $487,428	-11,325 Reduced 23.06%	37,780 $1.58 Million
Q3 2021 Dec 09, 2021	SELL	$39.2 - $41.72 $342,529 - $364,549	-8,738 Reduced 15.11%	49,105 $1.92 Million
Q2 2021 Aug 19, 2021	SELL	$38.16 - $40.72 $41,975 - $44,792	-1,100 Reduced 1.87%	57,843 $2.39 Million
Q1 2021 May 11, 2021	SELL	$34.56 - $38.32 $2.82 Million - $3.12 Million	-81,466 Reduced 58.02%	58,943 $2.35 Million
Q4 2020 Feb 09, 2021	BUY	$31.33 - $35.27 $433,356 - $487,854	13,832 Added 10.93%	140,409 $4.97 Million
Q3 2020 Dec 18, 2020	SELL	$29.87 - $32.88 $295,205 - $324,953	-9,883 Reduced 7.24%	126,577 $4.32 Million
Q2 2020 Aug 19, 2020	BUY	$26.27 - $33.19 $2.25 Million - $2.84 Million	85,523 Added 167.9%	136,460 $4.45 Million
Q1 2020 May 15, 2020	BUY	$23.88 - $36.88 $935,331 - $1.44 Million	39,168 Added 332.81%	50,937 $1.43 Million
Q4 2019 Feb 14, 2020	BUY	$33.78 - $36.07 $3,141 - $3,354	93 Added 0.8%	11,769 $432,000
Q3 2019 Nov 15, 2019	BUY	$32.88 - $35.03 $24,627 - $26,237	749 Added 6.85%	11,676 $413,000
Q2 2019 Aug 19, 2019	SELL	$32.21 - $34.04 $1,610 - $1,702	-50 Reduced 0.46%	10,927 $367,000
Q1 2019 May 16, 2019	SELL	$28.59 - $32.53 $8,319 - $9,466	-291 Reduced 2.58%	10,977 $361,000
Q4 2018 Feb 20, 2019	BUY	$27.8 - $31.88 $313,250 - $359,223	11,268 New	11,268 $360,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC First Tr Value Line Divid Inde Transaction History