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 8,443 shares of FVD stock, worth $390,404. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,443
Previous 9,372 9.91%
Holding current value
$390,404
Previous $381,000 0.79%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


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