Inspirion Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 15,214 shares of FVD stock, worth $670,633. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,214
Previous 15,354 0.91%
Holding current value
$670,633
Previous $698,000 5.01%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$43.4 - $46.7 $6,076 - $6,538
-140 Reduced 0.91%
15,214 $663,000
Q3 2024

Oct 04, 2024
SELL
$40.45 - $45.49 $73,578 - $82,746
-1,819 Reduced 10.59%
15,354 $698,000
Q2 2024

Jul 12, 2024
SELL
$39.94 - $42.43 $37,943 - $40,308
-950 Reduced 5.24%
17,173 $699,000
Q1 2024

Apr 12, 2024
SELL
$39.94 - $42.23 $52,481 - $55,490
-1,314 Reduced 6.76%
18,123 $765,000
Q4 2023

Jan 10, 2024
BUY
$36.09 - $40.63 $230,073 - $259,016
6,375 Added 48.81%
19,437 $788,000
Q3 2023

Oct 13, 2023
BUY
$37.39 - $41.11 $52,532 - $57,759
1,405 Added 12.05%
13,062 $488,000
Q2 2023

Jul 20, 2023
BUY
$38.66 - $40.72 $14,304 - $15,066
370 Added 3.28%
11,657 $467,000
Q1 2023

Apr 07, 2023
SELL
$38.43 - $41.37 $19,215 - $20,685
-500 Reduced 4.24%
11,287 $453,000
Q4 2022

Jan 18, 2023
SELL
$35.61 - $41.46 $71,326 - $83,044
-2,003 Reduced 14.53%
11,787 $0
Q3 2022

Oct 18, 2022
SELL
$35.79 - $42.23 $44,451 - $52,449
-1,242 Reduced 8.26%
13,790 $494,000
Q2 2022

Jul 27, 2022
BUY
$37.24 - $43.02 $559,791 - $646,676
15,032 New
15,032 $583,000

Others Institutions Holding FVD

# of Institutions
583
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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