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

Gilliland Jeter Wealth Management LLC

  • $331 Billion
  • Q4 2025

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 4,650 shares of FVD stock, worth $213,481. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,650
Previous 4,780 2.72%
Holding current value
$213,481
Previous $221 Million 3.06%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$45.0 - $46.25 $5,850 - $6,012
-130 Reduced 2.72%
4,650 $214 Million
Q3 2025

Oct 28, 2025
BUY
$44.73 - $46.86 $268 - $281
6 Added 0.13%
4,780 $221 Million
Q2 2025

Jul 24, 2025
BUY
$40.62 - $45.12 $243 - $270
6 Added 0.13%
4,774 $213 Million
Q1 2025

Apr 29, 2025
SELL
$42.61 - $45.51 $4,175 - $4,459
-98 Reduced 2.01%
4,768 $213 Million
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
657
Shares Held
137M
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
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