A detailed history of Independent Advisor Alliance transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Independent Advisor Alliance holds 186,566 shares of FVD stock, worth $8.57 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
186,566
Previous 161,714 15.37%
Holding current value
$8.57 Million
Previous $6.59 Million 28.79%
% of portfolio
0.31%
Previous 0.23%

Shares

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

Nov 12, 2024

BUY
$40.45 - $45.49 $1.01 Million - $1.13 Million
24,852 Added 15.37%
186,566 $8.49 Million
Q2 2024

Aug 12, 2024

BUY
$39.94 - $42.43 $528,565 - $561,518
13,234 Added 8.91%
161,714 $6.59 Million
Q1 2024

May 08, 2024

BUY
$39.94 - $42.23 $2.08 Million - $2.2 Million
52,175 Added 54.18%
148,480 $6.27 Million
Q4 2023

Feb 08, 2024

BUY
$36.09 - $40.63 $25,659 - $28,887
711 Added 0.74%
96,305 $3.91 Million
Q3 2023

Oct 24, 2023

BUY
$37.39 - $41.11 $211,739 - $232,805
5,663 Added 6.3%
95,594 $3.57 Million
Q2 2023

Jul 28, 2023

BUY
$38.66 - $40.72 $235,284 - $247,821
6,086 Added 7.26%
89,931 $3.61 Million
Q1 2023

May 12, 2023

BUY
$38.43 - $41.37 $1 Million - $1.08 Million
26,087 Added 45.17%
83,845 $3.37 Million
Q4 2022

Feb 13, 2023

BUY
$35.61 - $41.46 $2.06 Million - $2.39 Million
57,758 New
57,758 $2.31 Million
Q1 2020

May 14, 2020

SELL
$23.88 - $36.88 $17.4 Million - $26.9 Million
-729,697 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$33.78 - $36.07 $24.6 Million - $26.3 Million
729,697 New
729,697 $26.3 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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