Opal Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 8,174 shares of FVD stock, worth $370,609. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,174
Previous 8,500 3.84%
Holding current value
$370,609
Previous $386,000 7.77%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 28, 2025
SELL
$43.4 - $46.7 $14,148 - $15,224
-326 Reduced 3.84%
8,174 $356,000
Q3 2024

Oct 15, 2024
SELL
$40.45 - $45.49 $2,952 - $3,320
-73 Reduced 0.85%
8,500 $386,000
Q2 2024

Jul 12, 2024
SELL
$39.94 - $42.43 $37,343 - $39,672
-935 Reduced 9.83%
8,573 $349,000
Q1 2024

Apr 11, 2024
BUY
$39.94 - $42.23 $13,379 - $14,147
335 Added 3.65%
9,508 $401,000
Q4 2023

Jan 19, 2024
BUY
$36.09 - $40.63 $13,569 - $15,276
376 Added 4.27%
9,173 $372,000
Q3 2023

Oct 18, 2023
BUY
$37.39 - $41.11 $42,923 - $47,194
1,148 Added 15.01%
8,797 $328,000
Q2 2023

Jul 27, 2023
BUY
$38.66 - $40.72 $295,710 - $311,467
7,649 New
7,649 $306,000
Q3 2022

Oct 17, 2022
BUY
$35.79 - $42.23 $1,395 - $1,646
39 Added 0.64%
6,096 $218,000
Q2 2022

Aug 10, 2022
BUY
$37.24 - $43.02 $225,562 - $260,572
6,057 New
6,057 $235,000
Q1 2022

May 09, 2022
SELL
$39.95 - $43.09 $213,932 - $230,746
-5,355 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$39.46 - $43.04 $211,308 - $230,479
5,355 New
5,355 $230,000

Others Institutions Holding FVD

# of Institutions
631
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
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