ICA Group Wealth Management, LLC FVD Holdings History
ICA Group Wealth Management, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 112,449.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.58 Mil. This investment constitutes 2.75% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 4 purchases of FVD, at an average price of $40.91, for a total of 683,656.00 shares. In addition, there have been 5 sales at an average price of $39.36 for 571,207.00 shares. Based on historical transaction data and FVD's current price of $45.18, ICA Group Wealth Management, LLC's estimated gain on his FVD holdings is $-406,087.49, reflecting a -1.45% gain to date.
ICA Group Wealth Management, LLC FVD ($45.18) Holding Chart
ICA Group Wealth Management, LLC FVD ($45.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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