Retirement Guys Formula LLC First Tr Value Line Divid Inde Transaction History

Retirement Guys Formula LLC

$210 Million
Q3 2024

A detailed history of Retirement Guys Formula LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Retirement Guys Formula LLC holds 67,535 shares of FVD stock, worth $3.01 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

67,535

Previous 68,631 1.6%

Holding current value

$3.01 Million

Previous $2.8 Million 9.87%

% of portfolio

1.46%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$40.45 - $45.49 $44,333 - $49,857	-1,096 Reduced 1.6%	67,535 $3.07 Million
Q2 2024 Aug 01, 2024	SELL	$39.94 - $42.43 $38,542 - $40,944	-965 Reduced 1.39%	68,631 $2.8 Million
Q1 2024 Apr 19, 2024	SELL	$39.94 - $42.23 $110,873 - $117,230	-2,776 Reduced 3.84%	69,596 $2.94 Million
Q4 2023 Jan 22, 2024	SELL	$36.09 - $40.63 $176,047 - $198,193	-4,878 Reduced 6.31%	72,372 $2.94 Million
Q3 2023 Oct 13, 2023	SELL	$37.39 - $41.11 $64,983 - $71,449	-1,738 Reduced 2.2%	77,250 $2.89 Million
Q2 2023 Jul 17, 2023	SELL	$38.66 - $40.72 $154 - $162	-4 Reduced 0.01%	78,988 $3.17 Million
Q1 2023 Apr 18, 2023	BUY	$38.43 - $41.37 $76,014 - $81,829	1,978 Added 2.57%	78,992 $3.17 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $2.74 Million - $3.19 Million	77,014 New	77,014 $3.07 Million

Others Institutions Holding FVD

# of Institutions

584

Shares Held

135M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Retirement Guys Formula LLC First Tr Value Line Divid Inde Transaction History