Strategic Planning Group, LLC First Tr Value Line Divid Inde Transaction History

Strategic Planning Group, LLC

$511 Billion
Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Planning Group, LLC holds 7,637 shares of FVD stock, worth $334,576. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,637

Previous 25,163 69.65%

Holding current value

$334,576

Previous $1.1 Billion 68.99%

% of portfolio

0.07%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$42.61 - $45.51 $746,782 - $797,608	-17,526 Reduced 69.65%	7,637 $341 Million
Q4 2024 Jan 23, 2025	SELL	$43.4 - $46.7 $287,221 - $309,060	-6,618 Reduced 20.82%	25,163 $1.1 Billion
Q3 2024 Oct 16, 2024	SELL	$40.45 - $45.49 $9.12 Million - $10.3 Million	-225,555 Reduced 87.65%	31,781 $1.45 Billion
Q2 2024 Aug 02, 2024	BUY	$39.94 - $42.43 $488,106 - $518,537	12,221 Added 4.99%	257,336 $10.5 Billion
Q1 2024 Apr 12, 2024	BUY	$39.94 - $42.23 $1.68 Million - $1.77 Million	41,956 Added 20.65%	245,115 $10.4 Billion
Q4 2023 Apr 11, 2024	BUY	$36.09 - $40.63 $7.33 Million - $8.25 Million	203,159 New	203,159 $8.24 Billion

Others Institutions Holding FVD

# of Institutions

626

Shares Held

144M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Strategic Planning Group, LLC First Tr Value Line Divid Inde Transaction History