Le Clair Wealth Partners LLC First Tr Value Line Divid Inde Transaction History

Le Clair Wealth Partners LLC

  • $160 Billion
  • Q3 2025

A detailed history of Le Clair Wealth Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 11,929 shares of FVD stock, worth $547,660. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,929
Previous 15,060 20.79%
Holding current value
$547,660
Previous $673 Million 18.06%
% of portfolio
0.34%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$44.73 - $46.86 $140,049 - $146,718
-3,131 Reduced 20.79%
11,929 $552 Million
Q2 2025

Aug 06, 2025
SELL
$40.62 - $45.12 $11,373 - $12,633
-280 Reduced 1.83%
15,060 $673 Million
Q1 2025

May 14, 2025
SELL
$42.61 - $45.51 $132,985 - $142,036
-3,121 Reduced 16.91%
15,340 $684 Million
Q4 2024

Feb 14, 2025
BUY
$43.4 - $46.7 $801,207 - $862,128
18,461 New
18,461 $806 Million

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
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 Le Clair Wealth Partners LLC Portfolio

Follow Le Clair Wealth Partners 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 Le Clair Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Le Clair Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email