A detailed history of Laurel Wealth Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 49,881 shares of FVD stock, worth $2.22 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
49,881
Previous 51,447 3.04%
Holding current value
$2.22 Million
Previous $2.1 Million 8.25%
% of portfolio
1.48%
Previous 1.46%

Shares

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

Oct 28, 2024

SELL
$40.45 - $45.49 $63,344 - $71,237
-1,566 Reduced 3.04%
49,881 $2.27 Million
Q2 2024

Jul 25, 2024

SELL
$39.94 - $42.43 $116,784 - $124,065
-2,924 Reduced 5.38%
51,447 $2.1 Million
Q1 2024

Apr 22, 2024

SELL
$39.94 - $42.23 $136,035 - $143,835
-3,406 Reduced 5.9%
54,371 $2.3 Million
Q4 2023

Feb 09, 2024

SELL
$36.09 - $40.63 $373,748 - $420,764
-10,356 Reduced 15.2%
57,777 $2.34 Million
Q3 2023

Oct 27, 2023

SELL
$37.39 - $41.11 $141,483 - $155,560
-3,784 Reduced 5.26%
68,133 $2.55 Million
Q2 2023

Jul 19, 2023

SELL
$38.66 - $40.72 $283,764 - $298,884
-7,340 Reduced 9.26%
71,917 $2.88 Million
Q1 2023

Apr 18, 2023

SELL
$38.43 - $41.37 $151,414 - $162,997
-3,940 Reduced 4.74%
79,257 $3.18 Million
Q4 2022

Feb 01, 2023

SELL
$35.61 - $41.46 $216,544 - $252,118
-6,081 Reduced 6.81%
83,197 $3.32 Million
Q3 2022

Nov 02, 2022

SELL
$35.79 - $42.23 $42,124 - $49,704
-1,177 Reduced 1.3%
89,278 $3.2 Million
Q1 2022

Apr 28, 2022

SELL
$39.95 - $43.09 $74,626 - $80,492
-1,868 Reduced 2.02%
90,455 $3.83 Million
Q4 2021

Feb 01, 2022

SELL
$39.46 - $43.04 $58,637 - $63,957
-1,486 Reduced 1.58%
92,323 $3.97 Million
Q3 2021

Nov 12, 2021

SELL
$39.2 - $41.72 $269,225 - $286,532
-6,868 Reduced 6.82%
93,809 $3.68 Million
Q2 2021

Aug 09, 2021

SELL
$38.16 - $40.72 $185,648 - $198,102
-4,865 Reduced 4.61%
100,677 $4 Million
Q1 2021

May 06, 2021

BUY
$34.56 - $38.32 $302,019 - $334,878
8,739 Added 9.03%
105,542 $4.01 Million
Q4 2020

Feb 08, 2021

BUY
$31.33 - $35.27 $3.03 Million - $3.41 Million
96,803 New
96,803 $3.4 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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