Retirement Planning Group First Tr Value Line Divid Inde Transaction History

Retirement Planning Group

  • $1.4 Billion
  • Q2 2024

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 9,372 shares of FVD stock, worth $395,498. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,372
Previous 6,575 42.54%
Holding current value
$395,498
Previous $277,000 37.55%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
557
Shares Held
153M
Call Options Held
5.2K
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
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