Willner & Heller, LLC First Tr Value Line Divid Inde Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Willner & Heller, LLC holds 19,580 shares of FVD stock, worth $794,164. This represents 0.91% of its overall portfolio holdings.

Number of Shares
19,580
Previous 21,581 9.27%
Holding current value
$794,164
Previous $861,000 7.78%
% of portfolio
0.91%
Previous 1.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
SELL
$36.09 - $40.63 $72,216 - $81,300
-2,001 Reduced 9.27%
19,580 $794,000
Q4 2022

Feb 14, 2023
BUY
$38.06 - $41.46 $22,493 - $24,502
591 Added 2.82%
21,581 $861,000
Q3 2022

Oct 24, 2022
BUY
$37.17 - $42.23 $2,527 - $2,871
68 Added 0.33%
20,990 $751,000
Q2 2022

Jul 22, 2022
SELL
$37.24 - $43.02 $14,225 - $16,433
-382 Reduced 1.79%
20,922 $812,000
Q1 2022

Jul 05, 2022
SELL
$39.95 - $43.09 $113,937 - $122,892
-2,852 Reduced 11.81%
21,304 $917,000
Q4 2021

Jun 06, 2022
BUY
$39.46 - $43.04 $953,195 - $1.04 Million
24,156 New
24,156 $947,000

Others Institutions Holding FVD

# of Institutions
561
Shares Held
155M
Call Options Held
5.2K
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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