Summit Investment Advisory Services, LLC First Tr Value Line Divid Inde Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,253 shares of FVD stock, worth $330,084. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,253

Previous 7,243 0.14%

Holding current value

$330,084

Previous $329 Million 3.93%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$43.4 - $46.7 $434 - $467	10 Added 0.14%	7,253 $317 Million
Q3 2024 Oct 16, 2024	BUY	$40.45 - $45.49 $292,979 - $329,484	7,243 New	7,243 $329 Million
Q1 2024 Apr 18, 2024	SELL	$39.94 - $42.23 $91,582 - $96,833	-2,293 Reduced 22.95%	7,700 $325 Million
Q4 2023 Jan 18, 2024	SELL	$36.09 - $40.63 $32,517 - $36,607	-901 Reduced 8.27%	9,993 $405 Million
Q3 2023 Oct 10, 2023	BUY	$37.39 - $41.11 $20,676 - $22,733	553 Added 5.35%	10,894 $407 Million
Q2 2023 Jul 26, 2023	SELL	$38.66 - $40.72 $9,935 - $10,465	-257 Reduced 2.42%	10,341 $415 Million
Q1 2023 Apr 17, 2023	BUY	$38.43 - $41.37 $12,028 - $12,948	313 Added 3.04%	10,598 $426 Million
Q4 2022 Feb 02, 2023	BUY	$35.61 - $41.46 $366,248 - $426,416	10,285 New	10,285 $410 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Summit Investment Advisory Services, LLC First Tr Value Line Divid Inde Transaction History