A detailed history of Coppell Advisory Solutions Corp. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Coppell Advisory Solutions Corp. holds 141,400 shares of FVD stock, worth $6.18 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
141,400
Previous 98,576 43.44%
Holding current value
$6.18 Million
Previous $3.91 Billion 52.55%
% of portfolio
1.13%
Previous 1.28%

Shares

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

May 15, 2024

BUY
$39.94 - $42.23 $1.71 Million - $1.81 Million
42,824 Added 43.44%
141,400 $5.97 Billion
Q1 2023

May 10, 2023

BUY
$38.43 - $41.37 $864,944 - $931,114
22,507 Added 29.59%
98,576 $3.91 Billion
Q4 2022

Feb 17, 2023

BUY
$35.61 - $41.46 $2.71 Million - $3.15 Million
76,069 New
76,069 $3.04 Billion

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Coppell Advisory Solutions Corp. Portfolio

Follow Coppell Advisory Solutions Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions Corp., based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions Corp. with notifications on news.