A detailed history of Guerra Pan Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 8,165 shares of FVD stock, worth $354,361. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,165
Previous 8,165 -0.0%
Holding current value
$354,361
Previous $333 Million 11.63%
% of portfolio
0.3%
Previous 0.28%

Shares

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

May 13, 2024

BUY
$39.94 - $42.23 $8,267 - $8,741
207 Added 2.6%
8,165 $345 Million
Q4 2023

Jan 30, 2024

SELL
$36.09 - $40.63 $541 - $609
-15 Reduced 0.19%
7,958 $323 Million
Q3 2023

Nov 09, 2023

SELL
$37.39 - $41.11 $13,086 - $14,388
-350 Reduced 4.21%
7,973 $298 Million
Q4 2022

Feb 14, 2023

SELL
$35.61 - $41.46 $712 - $829
-20 Reduced 0.24%
8,323 $332 Million
Q4 2021

Feb 15, 2022

BUY
$39.46 - $43.04 $329,214 - $359,082
8,343 New
8,343 $359,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Guerra Pan Advisors, LLC Portfolio

Follow Guerra Pan Advisors, LLC 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 Guerra Pan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guerra Pan Advisors, LLC with notifications on news.