Whitaker Myers Wealth Managers, Ltd. First Tr Value Line Divid Inde Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 49,320 shares of FVD stock, worth $2.16 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
49,320
Previous 48,258 2.2%
Holding current value
$2.16 Million
Previous $1.97 Billion 14.09%
% of portfolio
0.75%
Previous 0.73%

Shares

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

Oct 18, 2024
BUY
$40.45 - $45.49 $42,957 - $48,310
1,062 Added 2.2%
49,320 $2.24 Billion
Q2 2024

Jul 26, 2024
SELL
$39.94 - $42.43 $54,877 - $58,298
-1,374 Reduced 2.77%
48,258 $1.97 Billion
Q1 2024

Apr 12, 2024
SELL
$39.94 - $42.23 $10,863 - $11,486
-272 Reduced 0.55%
49,632 $2.1 Billion
Q4 2023

Jan 12, 2024
SELL
$36.09 - $40.63 $33,924 - $38,192
-940 Reduced 1.85%
49,904 $2.02 Billion
Q3 2023

Oct 05, 2023
SELL
$37.39 - $41.11 $27,070 - $29,763
-724 Reduced 1.4%
50,844 $1.9 Billion
Q2 2023

Jul 13, 2023
SELL
$38.66 - $40.72 $23,195 - $24,432
-600 Reduced 1.15%
51,568 $2.07 Billion
Q1 2023

Apr 21, 2023
SELL
$38.43 - $41.37 $212,095 - $228,321
-5,519 Reduced 9.57%
52,168 $2.1 Billion
Q4 2022

Apr 21, 2023
BUY
$35.61 - $41.46 $2.05 Million - $2.39 Million
57,687 New
57,687 $2.3 Billion

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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 Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email