Root Financial Partners, LLC First Tr Value Line Divid Inde Transaction History

Root Financial Partners, LLC

  • $337 Billion
  • Q1 2024

A detailed history of Root Financial Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Root Financial Partners, LLC holds 17,308 shares of FVD stock, worth $701,666. This represents 0.22% of its overall portfolio holdings.

Number of Shares
17,308
Previous 25,680 32.6%
Holding current value
$701,666
Previous $1.04 Billion 29.83%
% of portfolio
0.22%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$39.94 - $42.23 $334,377 - $353,549
-8,372 Reduced 32.6%
17,308 $731 Million
Q4 2023

Jan 29, 2024
SELL
$36.09 - $40.63 $40,673 - $45,790
-1,127 Reduced 4.2%
25,680 $1.04 Billion
Q3 2023

Oct 19, 2023
BUY
$37.39 - $41.11 $17,236 - $18,951
461 Added 1.75%
26,807 $1 Billion
Q2 2023

Jul 26, 2023
SELL
$38.66 - $40.72 $62,822 - $66,170
-1,625 Reduced 5.81%
26,346 $1.06 Billion
Q1 2023

May 11, 2023
BUY
$38.43 - $41.37 $1.07 Million - $1.16 Million
27,971 New
27,971 $1.12 Billion

Others Institutions Holding FVD

# of Institutions
562
Shares Held
155M
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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