Goldstein Advisors, LLC First Tr Value Line Divid Inde Transaction History

Goldstein Advisors, LLC

$658 Billion
Q3 2024

A detailed history of Goldstein Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Goldstein Advisors, LLC holds 90,799 shares of FVD stock, worth $4.12 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

90,799

Previous 91,968 1.27%

Holding current value

$4.12 Million

Previous $3.75 Billion 10.21%

% of portfolio

0.63%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$40.45 - $45.49 $47,286 - $53,177	-1,169 Reduced 1.27%	90,799 $4.13 Billion
Q2 2024 Jul 24, 2024	BUY	$39.94 - $42.43 $44,453 - $47,224	1,113 Added 1.23%	91,968 $3.75 Billion
Q1 2024 May 13, 2024	SELL	$39.94 - $42.23 $91,941 - $97,213	-2,302 Reduced 2.47%	90,855 $3.84 Billion
Q3 2023 Oct 18, 2023	SELL	$37.39 - $41.11 $139,016 - $152,846	-3,718 Reduced 3.84%	93,157 $3.48 Billion
Q2 2023 Jul 21, 2023	SELL	$38.66 - $40.72 $8,273 - $8,714	-214 Reduced 0.22%	96,875 $3.88 Billion
Q1 2023 May 09, 2023	BUY	$38.43 - $41.37 $54,839 - $59,034	1,427 Added 1.49%	97,089 $3.9 Billion
Q4 2022 Feb 03, 2023	BUY	$35.61 - $41.46 $3.41 Million - $3.97 Million	95,662 New	95,662 $3.82 Billion

Others Institutions Holding FVD

# of Institutions

585

Shares Held

139M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Account

Goldstein Advisors, LLC First Tr Value Line Divid Inde Transaction History