A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 23,323 shares of FVD stock, worth $1.04 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
23,323
Previous 13,979 66.84%
Holding current value
$1.04 Million
Previous $590,000 61.02%
% of portfolio
0.59%
Previous 0.35%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$39.94 - $42.43 $373,199 - $396,465
9,344 Added 66.84%
23,323 $950,000
Q1 2024

May 15, 2024

BUY
$39.94 - $42.23 $10,304 - $10,895
258 Added 1.88%
13,979 $590,000
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $11,981 - $13,489
-332 Reduced 2.36%
13,721 $556,000
Q3 2023

Nov 14, 2023

BUY
$37.39 - $41.11 $141,633 - $155,724
3,788 Added 36.9%
14,053 $525,000
Q2 2023

Aug 14, 2023

SELL
$38.66 - $40.72 $36,533 - $38,480
-945 Reduced 8.43%
10,265 $411,000
Q1 2023

May 15, 2023

BUY
$38.43 - $41.37 $120,823 - $130,067
3,144 Added 38.98%
11,210 $450,000
Q4 2022

Feb 10, 2023

SELL
$35.61 - $41.46 $5,555 - $6,467
-156 Reduced 1.9%
8,066 $321,000
Q3 2022

Nov 14, 2022

BUY
$35.79 - $42.23 $3,400 - $4,011
95 Added 1.17%
8,222 $294,000
Q2 2022

Aug 15, 2022

BUY
$37.24 - $43.02 $3,798 - $4,388
102 Added 1.27%
8,127 $315,000
Q1 2022

May 16, 2022

SELL
$39.95 - $43.09 $2,317 - $2,499
-58 Reduced 0.72%
8,025 $339,000
Q4 2021

Feb 14, 2022

SELL
$39.46 - $43.04 $35,829 - $39,080
-908 Reduced 10.1%
8,083 $348,000
Q3 2021

Nov 12, 2021

SELL
$39.2 - $41.72 $31,007 - $33,000
-791 Reduced 8.09%
8,991 $352,000
Q2 2021

Aug 16, 2021

SELL
$38.16 - $40.72 $73,992 - $78,956
-1,939 Reduced 16.54%
9,782 $389,000
Q1 2021

May 14, 2021

BUY
$34.56 - $38.32 $56,885 - $63,074
1,646 Added 16.34%
11,721 $445,000
Q4 2020

Feb 16, 2021

BUY
$31.33 - $35.27 $315,649 - $355,345
10,075 New
10,075 $353,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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