A detailed history of Wealth Shield Partners, LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,874 shares of FVC stock, worth $181,897. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,874
Previous 2,488 95.9%
Holding current value
$181,897
Previous $87,000 100.0%
% of portfolio
0.02%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$31.4 - $36.67 $74,920 - $87,494
2,386 Added 95.9%
4,874 $174,000
Q1 2024

Apr 29, 2024

SELL
$32.1 - $34.6 $13,161 - $14,186
-410 Reduced 14.15%
2,488 $85,000
Q1 2023

May 08, 2023

BUY
$31.56 - $36.06 $91,460 - $104,501
2,898 New
2,898 $95,000
Q2 2021

Aug 06, 2021

SELL
$33.87 - $36.36 $101,203 - $108,643
-2,988 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$30.61 - $34.59 $91,462 - $103,354
2,988 New
2,988 $102,000
Q4 2020

Feb 16, 2021

SELL
$25.91 - $31.33 $77,419 - $93,614
-2,988 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$22.13 - $25.05 $58,445 - $66,157
-2,641 Reduced 46.92%
2,988 $74,000
Q1 2020

May 12, 2020

SELL
$20.52 - $29.72 $22,346 - $32,365
-1,089 Reduced 16.21%
5,629 $126,000
Q4 2019

Feb 13, 2020

SELL
$25.91 - $27.71 $35,470 - $37,934
-1,369 Reduced 16.93%
6,718 $186,000
Q1 2019

May 14, 2019

SELL
$22.76 - $27.02 $16,660 - $19,778
-732 Reduced 8.3%
8,087 $216,000
Q4 2018

Feb 14, 2019

BUY
$21.74 - $28.7 $51,502 - $67,990
2,369 Added 36.73%
8,819 $207,000
Q3 2018

Nov 05, 2018

SELL
$27.47 - $29.6 $3,378 - $3,640
-123 Reduced 1.87%
6,450 $186,000
Q2 2018

Aug 02, 2018

SELL
$26.07 - $28.81 $14,885 - $16,450
-571 Reduced 7.99%
6,573 $180,000
Q1 2018

May 11, 2018

SELL
$25.46 - $28.74 $146,369 - $165,226
-5,749 Reduced 44.59%
7,144 $191,000
Q4 2017

Apr 18, 2018

BUY
$24.45 - $26.09 $315,233 - $336,378
12,893
12,893 $335,000

Others Institutions Holding FVC

About FIRST TR EXCHE-TRD FD VI DORSE


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

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.