A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 150,045 shares of FVD stock, worth $6.69 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
150,045
Previous 175,537 14.52%
Holding current value
$6.69 Million
Previous $7.41 Million 17.51%
% of portfolio
2.85%
Previous 3.53%

Shares

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

Aug 02, 2024

SELL
$39.94 - $42.43 $1.02 Million - $1.08 Million
-25,492 Reduced 14.52%
150,045 $6.11 Million
Q1 2024

May 10, 2024

SELL
$39.94 - $42.23 $160,598 - $169,806
-4,021 Reduced 2.24%
175,537 $7.41 Million
Q4 2023

Feb 08, 2024

SELL
$36.09 - $40.63 $52,150 - $58,710
-1,445 Reduced 0.8%
179,558 $7.28 Million
Q3 2023

Nov 14, 2023

BUY
$37.39 - $41.11 $150,793 - $165,796
4,033 Added 2.28%
181,003 $6.77 Million
Q2 2023

Aug 11, 2023

SELL
$38.66 - $40.72 $226,779 - $238,863
-5,866 Reduced 3.21%
176,970 $7.09 Million
Q1 2023

May 04, 2023

SELL
$38.43 - $41.37 $680,518 - $732,579
-17,708 Reduced 8.83%
182,836 $7.34 Million
Q4 2022

Feb 06, 2023

BUY
$35.61 - $41.46 $620,967 - $722,979
17,438 Added 9.52%
200,544 $8 Million
Q3 2022

Nov 23, 2022

BUY
$35.79 - $42.23 $67,714 - $79,899
1,892 Added 1.04%
183,106 $6.55 Million
Q2 2022

Aug 01, 2022

SELL
$37.24 - $43.02 $38,692 - $44,697
-1,039 Reduced 0.57%
181,214 $7.03 Million
Q1 2022

May 02, 2022

SELL
$39.95 - $43.09 $118,851 - $128,192
-2,975 Reduced 1.61%
182,253 $7.59 Million
Q1 2022

Apr 14, 2022

SELL
$39.95 - $43.09 $467,015 - $503,722
-11,690 Reduced 5.94%
185,228 $7.84 Million
Q4 2021

Feb 03, 2022

BUY
$39.46 - $43.04 $1.04 Million - $1.14 Million
26,478 Added 15.54%
196,918 $8.48 Million
Q3 2021

Feb 23, 2022

SELL
$39.2 - $41.72 $87,376 - $92,993
-2,229 Reduced 1.29%
170,440 $6.68 Million
Q2 2021

Feb 22, 2022

BUY
$38.16 - $40.72 $4.98 Million - $5.32 Million
130,574 Added 310.19%
172,669 $6.87 Million
Q1 2021

Feb 22, 2022

SELL
$34.56 - $38.32 $36,218 - $40,159
-1,048 Reduced 2.43%
42,095 $1.6 Million
Q4 2020

Feb 16, 2022

BUY
$31.33 - $35.27 $1.35 Million - $1.52 Million
43,143 New
43,143 $1.51 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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