A detailed history of Elevated Capital Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 77,784 shares of FVD stock, worth $3.5 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
77,784
Previous 218,952 64.47%
Holding current value
$3.5 Million
Previous $9.25 Million 65.73%
% of portfolio
0.93%
Previous 2.67%

Shares

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

Aug 01, 2024

SELL
$39.94 - $42.43 $5.64 Million - $5.99 Million
-141,168 Reduced 64.47%
77,784 $3.17 Million
Q1 2024

Apr 15, 2024

BUY
$39.94 - $42.23 $443,413 - $468,837
11,102 Added 5.34%
218,952 $9.25 Million
Q4 2023

Jan 09, 2024

SELL
$36.09 - $40.63 $38,941 - $43,839
-1,079 Reduced 0.52%
207,850 $8.43 Million
Q3 2023

Oct 17, 2023

BUY
$37.39 - $41.11 $5.42 Million - $5.96 Million
145,049 Added 227.06%
208,929 $7.81 Million
Q2 2023

Aug 18, 2023

BUY
$38.66 - $40.72 $2.47 Million - $2.6 Million
63,880 New
63,880 $2.56 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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