Retirement Planning Group First Tr Value Line Divid Inde Transaction History

Retirement Planning Group

$1.66 Billion
Q4 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 12,744 shares of FVD stock, worth $566,470. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,744

Previous 8,443 50.94%

Holding current value

$566,470

Previous $384,000 44.79%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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