Gratus Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 6,864 shares of FVD stock, worth $307,438. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,864
Previous 6,821 0.63%
Holding current value
$307,438
Previous $305 Million 1.82%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$43.4 - $46.7 $1,866 - $2,008
43 Added 0.63%
6,864 $300 Million
Q3 2024

Oct 08, 2024
BUY
$40.45 - $45.49 $1,375 - $1,546
34 Added 0.5%
6,821 $305 Million
Q2 2024

Jul 22, 2024
SELL
$39.94 - $42.43 $32,790 - $34,835
-821 Reduced 10.79%
6,787 $287 Million
Q1 2024

May 09, 2024
SELL
$39.94 - $42.23 $11,143 - $11,782
-279 Reduced 3.54%
7,608 $305 Million
Q4 2023

May 09, 2024
BUY
$36.09 - $40.63 $284,641 - $320,448
7,887 New
7,887 $320 Million

Others Institutions Holding FVD

# of Institutions
636
Shares Held
145M
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
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email