Asset Allocation Strategies LLC First Tr Value Line Divid Inde Transaction History

Asset Allocation Strategies LLC

  • $505 Billion
  • Q3 2025

A detailed history of Asset Allocation Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 65,028 shares of FVD stock, worth $2.99 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
65,028
Previous 56,085 15.95%
Holding current value
$2.99 Million
Previous $2.51 Billion 19.94%
% of portfolio
0.6%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$44.73 - $46.86 $400,020 - $419,068
8,943 Added 15.95%
65,028 $3.01 Billion
Q2 2025

Aug 15, 2025
BUY
$40.62 - $45.12 $347,829 - $386,362
8,563 Added 18.02%
56,085 $2.51 Billion
Q1 2025

May 15, 2025
BUY
$42.61 - $45.51 $1.47 Million - $1.57 Million
34,560 Added 266.63%
47,522 $2.12 Billion
Q4 2024

May 15, 2025
BUY
$43.4 - $46.7 $316,516 - $340,583
7,293 Added 128.65%
12,962 $576 Million
Q3 2024

Nov 18, 2024
BUY
$40.45 - $45.49 $229,311 - $257,882
5,669 New
5,669 $258 Million

Others Institutions Holding FVD

# of Institutions
657
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Asset Allocation Strategies LLC Portfolio

Follow Asset Allocation Strategies LLC 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 Asset Allocation Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Allocation Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email