A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 4,973 shares of FVD stock, worth $220,950. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,973
Previous 4,944 0.59%
Holding current value
$220,950
Previous $224,000 3.13%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 24, 2025

BUY
$43.4 - $46.7 $1,258 - $1,354
29 Added 0.59%
4,973 $217,000
Q3 2024

Oct 21, 2024

BUY
$40.45 - $45.49 $199,984 - $224,902
4,944 New
4,944 $224,000
Q1 2024

Apr 22, 2024

BUY
$39.94 - $42.23 $195,586 - $206,800
4,897 New
4,897 $206,000
Q2 2023

Jul 25, 2023

BUY
$38.66 - $40.72 $35,915 - $37,828
929 Added 15.75%
6,829 $273,000
Q1 2023

Apr 28, 2023

BUY
$38.43 - $41.37 $226,737 - $244,082
5,900 New
5,900 $236,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben 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 Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.