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

Root Financial Partners, LLC

$625 Billion
Q3 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 13,854 shares of FVD stock, worth $617,611. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,854

Previous 15,911 12.93%

Holding current value

$617,611

Previous $648 Million 2.8%

% of portfolio

0.1%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $83,205 - $93,572	-2,057 Reduced 12.93%	13,854 $630 Million
Q2 2024 Aug 02, 2024	SELL	$39.94 - $42.43 $55,796 - $59,274	-1,397 Reduced 8.07%	15,911 $648 Million
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

573

Shares Held

144M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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