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

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 59,699 shares of FVD stock, worth $2.74 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
59,699
Previous 60,011 0.52%
Holding current value
$2.74 Million
Previous $2.68 Billion 2.91%
% of portfolio
1.11%
Previous 1.23%

Shares

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

Oct 15, 2025
SELL
$44.73 - $46.86 $13,955 - $14,620
-312 Reduced 0.52%
59,699 $2.76 Billion
Q2 2025

Jul 14, 2025
SELL
$40.62 - $45.12 $710,403 - $789,103
-17,489 Reduced 22.57%
60,011 $2.68 Billion
Q1 2025

Apr 10, 2025
SELL
$42.61 - $45.51 $1.1 Million - $1.18 Million
-25,860 Reduced 25.02%
77,500 $3.46 Billion
Q4 2024

Jan 23, 2025
BUY
$43.4 - $46.7 $83,414 - $89,757
1,922 Added 1.89%
103,360 $4.51 Billion
Q3 2024

Oct 11, 2024
BUY
$40.45 - $45.49 $1.24 Million - $1.39 Million
30,574 Added 43.14%
101,438 $4.61 Billion
Q2 2024

Aug 05, 2024
SELL
$39.94 - $42.43 $652,499 - $693,178
-16,337 Reduced 18.73%
70,864 $2.89 Billion
Q1 2024

Apr 18, 2024
SELL
$39.94 - $42.23 $32,870 - $34,755
-823 Reduced 0.93%
87,201 $3.57 Billion
Q4 2023

Feb 07, 2024
BUY
$36.09 - $40.63 $110,146 - $124,002
3,052 Added 3.59%
88,024 $3.57 Billion
Q3 2023

Nov 14, 2023
BUY
$37.39 - $41.11 $3.18 Million - $3.49 Million
84,972 New
84,972 $3.18 Billion
Q1 2023

Oct 30, 2023
BUY
$38.43 - $41.37 $329,729 - $354,954
8,580 Added 14.85%
66,356 $2.64 Billion
Q4 2022

Oct 27, 2023
BUY
$35.61 - $41.46 $2.06 Million - $2.4 Million
57,776 New
57,776 $2.31 Billion

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
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