Clearstead Advisors, LLC First Tr Value Line Divid Inde Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,148 shares of FVD stock, worth $140,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,148
Previous 3,148 -0.0%
Holding current value
$140,337
Previous $132,000 3.03%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 14, 2024
SELL
$39.94 - $42.23 $3,914 - $4,138
-98 Reduced 3.02%
3,148 $132,000
Q4 2023

Feb 12, 2024
SELL
$36.09 - $40.63 $19,272 - $21,696
-534 Reduced 14.13%
3,246 $131,000
Q4 2022

Feb 14, 2023
SELL
$35.61 - $41.46 $18,873 - $21,973
-530 Reduced 12.3%
3,780 $150,000
Q3 2022

Nov 14, 2022
BUY
$35.79 - $42.23 $76,340 - $90,076
2,133 Added 97.98%
4,310 $154,000
Q2 2022

Aug 12, 2022
BUY
$37.24 - $43.02 $335 - $387
9 Added 0.42%
2,177 $85,000
Q1 2022

May 04, 2022
BUY
$39.95 - $43.09 $359 - $387
9 Added 0.42%
2,168 $92,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $85,194 - $92,923
2,159 New
2,159 $93,000

Others Institutions Holding FVD

# of Institutions
571
Shares Held
144M
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
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