Geo Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,981 shares of FVD stock, worth $313,586. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,981

Previous 29,996 76.73%

Holding current value

$313,586

Previous $1.36 Million 77.71%

% of portfolio

0.01%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$43.4 - $46.7 $998,851 - $1.07 Million	-23,015 Reduced 76.73%	6,981 $304,000
Q3 2024 Nov 12, 2024	BUY	$40.45 - $45.49 $483,620 - $543,878	11,956 Added 66.27%	29,996 $1.36 Million
Q2 2024 Aug 12, 2024	BUY	$39.94 - $42.43 $69,775 - $74,125	1,747 Added 10.72%	18,040 $735,000
Q1 2024 May 15, 2024	SELL	$39.94 - $42.23 $650,742 - $688,053	-16,293 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$39.94 - $42.23 $669,713 - $708,112	-16,768 Reduced 50.72%	16,293 $688,000
Q4 2023 Feb 13, 2024	BUY	$36.09 - $40.63 $994,062 - $1.12 Million	27,544 Added 499.26%	33,061 $1.34 Million
Q3 2023 Nov 13, 2023	BUY	$37.39 - $41.11 $79,827 - $87,769	2,135 Added 63.13%	5,517 $206,000
Q2 2023 Aug 10, 2023	BUY	$38.66 - $40.72 $123,132 - $129,693	3,185 Added 1616.75%	3,382 $135,000
Q1 2023 May 12, 2023	BUY	$38.43 - $41.37 $7,570 - $8,149	197 New	197 $8,000

Others Institutions Holding FVD

# of Institutions

630

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC First Tr Value Line Divid Inde Transaction History