Columbia Advisory Partners LLC First Tr Value Line Divid Inde Transaction History

Columbia Advisory Partners LLC

  • $101 Million
  • Q3 2024

A detailed history of Columbia Advisory Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 9,524 shares of FVD stock, worth $431,627. This represents 0.43% of its overall portfolio holdings.

Number of Shares
9,524
Previous 9,575 0.53%
Holding current value
$431,627
Previous $390,000 11.03%
% of portfolio
0.43%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$40.45 - $45.49 $2,062 - $2,319
-51 Reduced 0.53%
9,524 $433,000
Q2 2024

Jul 12, 2024
BUY
$39.94 - $42.43 $6,590 - $7,000
165 Added 1.75%
9,575 $390,000
Q1 2024

Apr 12, 2024
SELL
$39.94 - $42.23 $1,917 - $2,027
-48 Reduced 0.51%
9,410 $397,000
Q4 2023

Jan 09, 2024
SELL
$36.09 - $40.63 $8,625 - $9,710
-239 Reduced 2.46%
9,458 $383,000
Q3 2023

Oct 16, 2023
SELL
$37.39 - $41.11 $19,629 - $21,582
-525 Reduced 5.14%
9,697 $362,000
Q2 2023

Aug 02, 2023
SELL
$38.66 - $40.72 $12,525 - $13,193
-324 Reduced 3.07%
10,222 $409,000
Q1 2023

May 09, 2023
SELL
$38.43 - $41.37 $169,668 - $182,648
-4,415 Reduced 29.51%
10,546 $423,000
Q4 2022

Jan 27, 2023
SELL
$35.61 - $41.46 $144,469 - $168,203
-4,057 Reduced 21.33%
14,961 $597,000
Q3 2022

Nov 07, 2022
SELL
$35.79 - $42.23 $55,474 - $65,456
-1,550 Reduced 7.54%
19,018 $681,000
Q2 2022

Aug 03, 2022
BUY
$37.24 - $43.02 $362,531 - $418,799
9,735 Added 89.86%
20,568 $798,000
Q1 2022

Apr 29, 2022
BUY
$39.95 - $43.09 $432,778 - $466,793
10,833 New
10,833 $458,000

Others Institutions Holding FVD

# of Institutions
585
Shares Held
139M
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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