A detailed history of Insigneo Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 22,290 shares of FVD stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,290
Previous 22,750 2.02%
Holding current value
$1.04 Million
Previous $958 Million 5.89%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 14, 2024

SELL
$40.45 - $45.49 $18,607 - $20,925
-460 Reduced 2.02%
22,290 $1.01 Billion
Q2 2024

Aug 14, 2024

SELL
$39.94 - $42.43 $77,843 - $82,696
-1,949 Reduced 7.89%
22,750 $958 Million
Q1 2024

May 15, 2024

SELL
$39.94 - $42.23 $247,308 - $261,488
-6,192 Reduced 20.04%
24,699 $1.04 Billion
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $37,028 - $41,686
-1,026 Reduced 3.21%
30,891 $1.25 Billion
Q3 2023

Nov 14, 2023

SELL
$37.39 - $41.11 $154,233 - $169,578
-4,125 Reduced 11.44%
31,917 $1.19 Billion
Q2 2023

Aug 14, 2023

BUY
$38.66 - $40.72 $691,898 - $728,765
17,897 Added 98.63%
36,042 $1.44 Billion
Q1 2023

May 11, 2023

SELL
$38.43 - $41.37 $71,748 - $77,237
-1,867 Reduced 9.33%
18,145 $729 Million
Q4 2022

Feb 13, 2023

BUY
$35.61 - $41.46 $712,627 - $829,697
20,012 New
20,012 $799 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, 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 Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.