Sage Mountain Advisors LLC First Tr Value Line Divid Inde Transaction History

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025

A detailed history of Sage Mountain Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 14,861 shares of FVD stock, worth $677,215. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,861
Previous 15,268 2.67%
Holding current value
$677,215
Previous $666,000 0.6%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$42.61 - $45.51 $17,342 - $18,522
-407 Reduced 2.67%
14,861 $662,000
Q4 2024

Feb 07, 2025
SELL
$43.4 - $46.7 $32,116 - $34,558
-740 Reduced 4.62%
15,268 $666,000
Q3 2024

Oct 29, 2024
SELL
$40.45 - $45.49 $18,000 - $20,243
-445 Reduced 2.7%
16,008 $728,000
Q2 2024

Jul 31, 2024
SELL
$39.94 - $42.43 $18,931 - $20,111
-474 Reduced 2.8%
16,453 $670,000
Q1 2024

Apr 23, 2024
SELL
$39.94 - $42.23 $39,620 - $41,892
-992 Reduced 5.54%
16,927 $714,000
Q4 2023

Feb 01, 2024
SELL
$36.09 - $40.63 $26,417 - $29,741
-732 Reduced 3.92%
17,919 $726,000
Q3 2023

Oct 25, 2023
SELL
$37.39 - $41.11 $31,781 - $34,943
-850 Reduced 4.36%
18,651 $697,000
Q4 2022

Feb 01, 2023
SELL
$35.61 - $41.46 $110,711 - $128,899
-3,109 Reduced 13.75%
19,501 $778,000
Q4 2021

Feb 02, 2022
SELL
$39.46 - $43.04 $119,287 - $130,109
-3,023 Reduced 11.79%
22,610 $973,000
Q3 2021

Nov 01, 2021
BUY
$39.2 - $41.72 $1 Million - $1.07 Million
25,633 New
25,633 $1.01 Million

Others Institutions Holding FVD

# of Institutions
630
Shares Held
141M
Call Options Held
0
Put Options Held
823
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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