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

Inspirion Wealth Advisors, LLC

$603 Million
Q1 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 18,123 shares of FVD stock, worth $735,068. This represents 0.13% of its overall portfolio holdings.

Number of Shares

18,123

Previous 19,437 6.76%

Holding current value

$735,068

Previous $788,000 2.92%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.06 - $41.46 $76,234 - $83,044	-2,003 Reduced 14.53%	11,787 $0
Q3 2022 Oct 18, 2022	SELL	$37.17 - $42.23 $46,165 - $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

561

Shares Held

155M

Call Options Held

5.2K

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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