Retirement Planning Group First Tr Value Line Divid Inde Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Retirement Planning Group holds 23,086 shares of FVD stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

23,086

Previous 12,744 81.15%

Holding current value

$1.02 Million

Previous $556,000 83.45%

% of portfolio

0.07%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$42.61 - $45.51 $440,672 - $470,664	10,342 Added 81.15%	23,086 $1.02 Million
Q4 2024 Feb 18, 2025	BUY	$43.4 - $46.7 $186,663 - $200,856	4,301 Added 50.94%	12,744 $556,000
Q3 2024 Oct 10, 2024	SELL	$40.45 - $45.49 $37,578 - $42,260	-929 Reduced 9.91%	8,443 $384,000
Q2 2024 Jul 12, 2024	BUY	$39.94 - $42.43 $111,712 - $118,676	2,797 Added 42.54%	9,372 $381,000
Q1 2024 Apr 12, 2024	BUY	$39.94 - $42.23 $25,761 - $27,238	645 Added 10.88%	6,575 $277,000
Q4 2023 Jan 12, 2024	SELL	$36.09 - $40.63 $1,515 - $1,706	-42 Reduced 0.7%	5,930 $240,000
Q3 2023 Oct 24, 2023	SELL	$37.39 - $41.11 $934 - $1,027	-25 Reduced 0.42%	5,972 $223,000
Q2 2023 Jul 24, 2023	BUY	$38.66 - $40.72 $36,185 - $38,113	936 Added 18.49%	5,997 $240,000
Q1 2023 Apr 19, 2023	BUY	$38.43 - $41.37 $194,494 - $209,373	5,061 New	5,061 $203,000

Others Institutions Holding FVD

# of Institutions

638

Shares Held

142M

Call Options Held

Put Options Held

823

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Retirement Planning Group First Tr Value Line Divid Inde Transaction History