Plante Moran Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,668 shares of FVD stock, worth $72,891. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,668
Previous 1,668 -0.0%
Holding current value
$72,891
Previous $67,000 11.94%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$39.94 - $42.23 $24,802 - $26,224
-621 Reduced 27.13%
1,668 $70,000
Q4 2023

Feb 05, 2024
BUY
$36.09 - $40.63 $22,411 - $25,231
621 Added 37.23%
2,289 $92,000
Q2 2023

Aug 07, 2023
BUY
$38.66 - $40.72 $3,865 - $4,072
100 Added 6.38%
1,668 $66,000
Q4 2022

Feb 09, 2023
BUY
$35.61 - $41.46 $8,831 - $10,282
248 Added 18.79%
1,568 $62,000
Q3 2022

Nov 02, 2022
SELL
$35.79 - $42.23 $787 - $929
-22 Reduced 1.64%
1,320 $47,000
Q2 2022

Aug 02, 2022
SELL
$37.24 - $43.02 $21,673 - $25,037
-582 Reduced 30.25%
1,342 $52,000
Q1 2022

May 06, 2022
BUY
$39.95 - $43.09 $26,726 - $28,827
669 Added 53.31%
1,924 $81,000
Q4 2021

Feb 09, 2022
SELL
$39.46 - $43.04 $16,691 - $18,205
-423 Reduced 25.21%
1,255 $54,000
Q3 2021

Nov 08, 2021
BUY
$39.2 - $41.72 $14,621 - $15,561
373 Added 28.58%
1,678 $66,000
Q1 2021

May 13, 2021
BUY
$34.56 - $38.32 $18,247 - $20,232
528 Added 67.95%
1,305 $50,000
Q3 2020

Nov 12, 2020
BUY
$29.87 - $32.88 $1,851 - $2,038
62 Added 8.67%
777 $24,000
Q2 2020

Aug 10, 2020
BUY
$26.27 - $33.19 $1,497 - $1,891
57 Added 8.66%
715 $22,000
Q1 2020

May 07, 2020
SELL
$23.88 - $36.88 $2,674 - $4,130
-112 Reduced 14.55%
658 $18,000
Q4 2019

Feb 14, 2020
BUY
$33.78 - $36.07 $26,010 - $27,773
770 New
770 $28,000
Q1 2019

May 13, 2019
SELL
$28.59 - $32.53 $39,282 - $44,696
-1,374 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
$27.8 - $31.88 $38,197 - $43,803
1,374 New
1,374 $40,000

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email