A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 17,817 shares of FVD stock, worth $784,126. This represents 0.42% of its overall portfolio holdings.

Number of Shares
17,817
Previous 19,106 6.75%
Holding current value
$784,126
Previous $778,000 4.11%
% of portfolio
0.42%
Previous 0.45%

Shares

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

Oct 29, 2024

SELL
$40.45 - $45.49 $52,140 - $58,636
-1,289 Reduced 6.75%
17,817 $810,000
Q1 2024

Apr 23, 2024

SELL
$39.94 - $42.23 $24,842 - $26,267
-622 Reduced 3.15%
19,106 $806,000
Q4 2023

Jan 31, 2024

BUY
$36.09 - $40.63 $711,983 - $801,548
19,728 New
19,728 $800,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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