A detailed history of Buckingham Strategic Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 11,508 shares of FVD stock, worth $528,677. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,508
Previous 11,060 4.05%
Holding current value
$528,677
Previous $467,000 0.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024

BUY
$39.94 - $42.43 $17,893 - $19,008
448 Added 4.05%
11,508 $468,000
Q1 2024

May 09, 2024

BUY
$39.94 - $42.23 $43,454 - $45,946
1,088 Added 10.91%
11,060 $467,000
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $1,732 - $1,950
-48 Reduced 0.48%
9,972 $404,000
Q3 2023

Nov 13, 2023

BUY
$37.39 - $41.11 $374,647 - $411,922
10,020 New
10,020 $374,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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