A detailed history of Wealth Trust Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 4,764 shares of FVD stock, worth $221,478. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,764
Holding current value
$221,478
% of portfolio
0.16%

Shares

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

Nov 12, 2024

BUY
$40.45 - $45.49 $192,703 - $216,714
4,764 New
4,764 $216,000
Q1 2024

May 03, 2024

BUY
$39.94 - $42.23 $190,074 - $200,972
4,759 New
4,759 $200,000
Q1 2023

Apr 28, 2023

BUY
$38.43 - $41.37 $115 - $124
3 Added 0.06%
5,272 $211,000
Q4 2022

Feb 06, 2023

BUY
$35.61 - $41.46 $187,629 - $218,452
5,269 New
5,269 $210,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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