Oxler Private Wealth LLC First Tr Value Line Divid Inde Transaction History

Oxler Private Wealth LLC

  • $275 Million
  • Q4 2024

A detailed history of Oxler Private Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Oxler Private Wealth LLC holds 5,521 shares of FVD stock, worth $245,408. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,521
Previous 5,486 0.64%
Holding current value
$245,408
Previous $249,000 3.61%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 23, 2025
BUY
$43.4 - $46.7 $1,519 - $1,634
35 Added 0.64%
5,521 $240,000
Q3 2024

Oct 11, 2024
BUY
$40.45 - $45.49 $1,092 - $1,228
27 Added 0.49%
5,486 $249,000
Q2 2024

Jul 29, 2024
BUY
$39.94 - $42.43 $1,477 - $1,569
37 Added 0.68%
5,459 $222,000
Q1 2024

Apr 24, 2024
BUY
$39.94 - $42.23 $998 - $1,055
25 Added 0.46%
5,422 $228,000
Q4 2023

Feb 09, 2024
BUY
$36.09 - $40.63 $1,407 - $1,584
39 Added 0.73%
5,397 $218,000
Q3 2023

Oct 12, 2023
BUY
$37.39 - $41.11 $2,280 - $2,507
61 Added 1.15%
5,358 $200,000
Q1 2023

May 10, 2023
BUY
$38.43 - $41.37 $1,076 - $1,158
28 Added 0.53%
5,297 $212,000
Q4 2022

Feb 13, 2023
SELL
$35.61 - $41.46 $3,703 - $4,311
-104 Reduced 1.94%
5,269 $210,000
Q3 2022

Nov 15, 2022
BUY
$35.79 - $42.23 $6,835 - $8,065
191 Added 3.69%
5,373 $0
Q1 2022

May 16, 2022
BUY
$39.95 - $43.09 $918 - $991
23 Added 0.45%
5,182 $219,000
Q4 2021

Jan 27, 2022
BUY
$39.46 - $43.04 $1,065 - $1,162
27 Added 0.53%
5,159 $222,000
Q2 2021

Aug 12, 2021
BUY
$38.16 - $40.72 $195,837 - $208,975
5,132 New
5,132 $204,000
Q1 2021

May 03, 2021
SELL
$34.56 - $38.32 $177,361 - $196,658
-5,132 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $160,785 - $181,005
5,132 New
5,132 $179,000

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 Oxler Private Wealth LLC Portfolio

Follow Oxler Private Wealth 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 Oxler Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxler Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email