Bison Wealth, LLC First Tr Value Line Divid Inde Transaction History

Bison Wealth, LLC

  • $579 Million
  • Q1 2024

A detailed history of Bison Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bison Wealth, LLC holds 51,305 shares of FVD stock, worth $2.08 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
51,305
Previous 49,808 3.01%
Holding current value
$2.08 Million
Previous $2.02 Million 7.23%
% of portfolio
0.37%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$39.94 - $42.23 $59,790 - $63,218
1,497 Added 3.01%
51,305 $2.17 Million
Q4 2023

Jan 30, 2024
SELL
$36.09 - $40.63 $8,517 - $9,588
-236 Reduced 0.47%
49,808 $2.02 Million
Q3 2023

Nov 13, 2023
SELL
$37.39 - $41.11 $2,692 - $2,959
-72 Reduced 0.14%
50,044 $1.87 Million
Q2 2023

Aug 14, 2023
BUY
$38.66 - $40.72 $1.94 Million - $2.04 Million
50,116 New
50,116 $2.01 Million

Others Institutions Holding FVD

# of Institutions
560
Shares Held
155M
Call Options Held
5.2K
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
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