A detailed history of Creative Planning transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Creative Planning holds 26,779 shares of FVD stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,779
Previous 27,410 2.3%
Holding current value
$1.23 Million
Previous $1.12 Million 9.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$40.45 - $45.49 $25,523 - $28,704
-631 Reduced 2.3%
26,779 $1.22 Million
Q2 2024

Aug 15, 2024

BUY
$39.94 - $42.43 $49,525 - $52,613
1,240 Added 4.74%
27,410 $1.12 Million
Q1 2024

May 10, 2024

SELL
$39.94 - $42.23 $279 - $295
-7 Reduced 0.03%
26,170 $1.11 Million
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $216,503 - $243,739
-5,999 Reduced 18.64%
26,177 $1.06 Million
Q3 2023

Nov 16, 2023

BUY
$37.39 - $41.11 $55,337 - $60,842
1,480 Added 4.82%
32,176 $1.2 Million
Q2 2023

Jul 21, 2023

BUY
$38.66 - $40.72 $380,182 - $400,440
9,834 Added 47.14%
30,696 $1.23 Million
Q1 2023

May 15, 2023

SELL
$38.43 - $41.37 $25,171 - $27,097
-655 Reduced 3.04%
20,862 $837,000
Q4 2022

Feb 10, 2023

BUY
$35.61 - $41.46 $281,532 - $327,782
7,906 Added 58.09%
21,517 $858,000
Q3 2022

Nov 03, 2022

SELL
$35.79 - $42.23 $43,377 - $51,182
-1,212 Reduced 8.18%
13,611 $487,000
Q2 2022

Aug 15, 2022

BUY
$37.24 - $43.02 $71,202 - $82,254
1,912 Added 14.81%
14,823 $575,000
Q1 2022

May 16, 2022

BUY
$39.95 - $43.09 $70,351 - $75,881
1,761 Added 15.79%
12,911 $546,000
Q4 2021

Feb 11, 2022

BUY
$39.46 - $43.04 $1,696 - $1,850
43 Added 0.39%
11,150 $480,000
Q3 2021

Nov 10, 2021

SELL
$39.2 - $41.72 $28,890 - $30,747
-737 Reduced 6.22%
11,107 $435,000
Q2 2021

Aug 04, 2021

SELL
$38.16 - $40.72 $154,853 - $165,241
-4,058 Reduced 25.52%
11,844 $471,000
Q1 2021

Apr 30, 2021

BUY
$34.56 - $38.32 $136,408 - $151,249
3,947 Added 33.02%
15,902 $604,000
Q4 2020

Jan 29, 2021

SELL
$31.33 - $35.27 $219 - $246
-7 Reduced 0.06%
11,955 $419,000
Q3 2020

Nov 05, 2020

SELL
$29.87 - $32.88 $139,224 - $153,253
-4,661 Reduced 28.04%
11,962 $376,000
Q2 2020

Jul 23, 2020

BUY
$26.27 - $33.19 $57,478 - $72,619
2,188 Added 15.16%
16,623 $504,000
Q1 2020

May 05, 2020

SELL
$23.88 - $36.88 $60,535 - $93,490
-2,535 Reduced 14.94%
14,435 $400,000
Q4 2019

Jan 30, 2020

SELL
$33.78 - $36.07 $16,788 - $17,926
-497 Reduced 2.85%
16,970 $611,000
Q3 2019

Nov 01, 2019

SELL
$32.88 - $35.03 $15,322 - $16,323
-466 Reduced 2.6%
17,467 $609,000
Q2 2019

Jul 26, 2019

BUY
$32.21 - $34.04 $118,146 - $124,858
3,668 Added 25.71%
17,933 $605,000
Q1 2019

Apr 24, 2019

BUY
$28.59 - $32.53 $9,491 - $10,799
332 Added 2.38%
14,265 $463,000
Q4 2018

Feb 01, 2019

SELL
$27.8 - $31.88 $191,041 - $219,079
-6,872 Reduced 33.03%
13,933 $405,000
Q3 2018

Oct 25, 2018

BUY
$30.25 - $32.16 $142,386 - $151,377
4,707 Added 29.24%
20,805 $658,000
Q2 2018

Jul 20, 2018

BUY
$29.35 - $30.57 $193,269 - $201,303
6,585 Added 69.22%
16,098 $487,000
Q1 2018

Apr 18, 2018

SELL
$29.04 - $31.85 $155,712 - $170,779
-5,362 Reduced 36.05%
9,513 $284,000
Q4 2017

Jan 17, 2018

SELL
$29.86 - $31.21 $71,902 - $75,153
-2,408 Reduced 13.93%
14,875 $459,000
Q3 2017

Oct 17, 2017

BUY
$29.69 - $29.75 $513,132 - $514,169
17,283
17,283 $514,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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  • Sector ETFs
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