A detailed history of Live Oak Investment Partners transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Live Oak Investment Partners holds 1,615 shares of FVD stock, worth $74,677. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,615
Previous 2,110 23.46%
Holding current value
$74,677
Previous $85,000 14.12%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 05, 2024

SELL
$40.45 - $45.49 $20,022 - $22,517
-495 Reduced 23.46%
1,615 $73,000
Q4 2022

Feb 15, 2023

BUY
$35.61 - $41.46 $75,137 - $87,480
2,110 New
2,110 $84,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners 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 Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.