A detailed history of World Equity Group, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, World Equity Group, Inc. holds 12,969 shares of FVD stock, worth $582,956. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,969
Holding current value
$582,956
% of portfolio
0.21%

Shares

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

Oct 29, 2024

BUY
$40.45 - $45.49 $524,596 - $589,959
12,969 New
12,969 $590 Million
Q4 2023

Jul 22, 2024

SELL
$36.09 - $40.63 $389,519 - $438,519
-10,793 Reduced 56.85%
8,192 $332 Million
Q3 2023

Jul 22, 2024

BUY
$37.39 - $41.11 $709,849 - $780,473
18,985 New
18,985 $609 Million
Q2 2023

Aug 26, 2024

SELL
$38.66 - $40.72 $9.01 Million - $9.49 Million
-233,111 Reduced 77.92%
66,058 $2.65 Billion
Q1 2023

Aug 26, 2024

BUY
$38.43 - $41.37 $11.5 Million - $12.4 Million
299,169 New
299,169 $3.9 Billion
Q4 2022

Sep 06, 2024

BUY
$35.61 - $41.46 $1.72 Million - $2.01 Million
48,373 Added 250.02%
67,721 $2.7 Billion
Q3 2022

Sep 06, 2024

BUY
$35.79 - $42.23 $692,464 - $817,066
19,348 New
19,348 $692 Million
Q2 2022

Sep 06, 2024

BUY
$37.24 - $43.02 $327,265 - $378,059
8,788 Added 137.51%
15,179 $589 Million
Q1 2022

Sep 06, 2024

BUY
$39.95 - $43.09 $255,320 - $275,388
6,391 New
6,391 $270 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. 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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.