Beacon Financial Group First Tr Value Line Divid Inde Transaction History

Beacon Financial Group

$864 Million
Q1 2024

A detailed history of Beacon Financial Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Financial Group holds 490,318 shares of FVD stock, worth $20 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

490,318

Previous 477,143 2.76%

Holding current value

$20 Million

Previous $19.4 Million 7.0%

% of portfolio

2.4%

Previous 2.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$39.94 - $42.23 $526,209 - $556,380	13,175 Added 2.76%	490,318 $20.7 Million
Q4 2023 Feb 23, 2024	BUY	$36.09 - $40.63 $1.32 Million - $1.48 Million	36,473 Added 8.28%	477,143 $19.4 Million
Q3 2023 Oct 16, 2023	BUY	$37.39 - $41.11 $5.23 Million - $5.75 Million	139,927 Added 46.53%	440,670 $17.3 Million
Q2 2023 Jul 20, 2023	BUY	$38.66 - $40.72 $11 Million - $11.6 Million	285,604 Added 1886.54%	300,743 $11.9 Million
Q1 2023 Apr 14, 2023	BUY	$38.43 - $41.37 $124,436 - $133,956	3,238 Added 27.21%	15,139 $611,000

Q4 2022 Jan 19, 2023	BUY	$38.06 - $41.46 $452,952 - $493,415	11,901 New	11,901 $475,000

Others Institutions Holding FVD

# of Institutions

561

Shares Held

155M

Call Options Held

5.2K

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Beacon Financial Group First Tr Value Line Divid Inde Transaction History