A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,190 shares of FVD stock, worth $286,225. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,190
Previous 6,190 -0.0%
Holding current value
$286,225
Previous $252,000 11.51%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$39.94 - $42.43 $247,228 - $262,641
6,190 New
6,190 $252,000
Q4 2018

Feb 14, 2019

SELL
$27.8 - $31.88 $11,926 - $13,676
-429 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$30.25 - $32.16 $12,977 - $13,796
429 New
429 $14,000
Q2 2018

Aug 13, 2018

SELL
$29.35 - $30.57 $18,637 - $19,411
-635 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$29.04 - $31.85 $18,440 - $20,224
635 New
635 $19,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.