Gilliland Jeter Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Gilliland Jeter Wealth Management LLC

  • $296 Billion
  • Q4 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 4,866 shares of FVD stock, worth $218,191. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,866
Previous 4,859 0.14%
Holding current value
$218,191
Previous $221 Million 3.93%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 28, 2025
BUY
$43.4 - $46.7 $303 - $326
7 Added 0.14%
4,866 $212 Million
Q3 2024

Oct 18, 2024
SELL
$40.45 - $45.49 $5,015 - $5,640
-124 Reduced 2.49%
4,859 $221 Million
Q3 2024

Oct 17, 2024
SELL
$40.45 - $45.49 $283 - $318
-7 Reduced 0.14%
4,983 $210 Million
Q2 2024

Jul 24, 2024
BUY
$39.94 - $42.43 $279 - $297
7 Added 0.14%
4,990 $203 Million
Q1 2024

May 02, 2024
SELL
$39.94 - $42.23 $39,700 - $41,976
-994 Reduced 16.63%
4,983 $210 Million
Q4 2023

Feb 02, 2024
BUY
$36.09 - $40.63 $215,709 - $242,845
5,977 New
5,977 $242 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 Gilliland Jeter Wealth Management LLC Portfolio

Follow Gilliland Jeter Wealth Management 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 Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email