Secure Asset Management, LLC First Tr Value Line Divid Inde Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

A detailed history of Secure Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Secure Asset Management, LLC holds 80,020 shares of FVD stock, worth $3.68 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

80,020

Previous 80,531 0.63%

Holding current value

$3.68 Million

Previous $3.28 Million 10.94%

% of portfolio

0.64%

Previous 0.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$40.45 - $45.49 $20,669 - $23,245	-511 Reduced 0.63%	80,020 $3.64 Million
Q2 2024 Jul 24, 2024	SELL	$39.94 - $42.43 $58,352 - $61,990	-1,461 Reduced 1.78%	80,531 $3.28 Million
Q1 2024 Apr 30, 2024	BUY	$39.94 - $42.23 $237,523 - $251,141	5,947 Added 7.82%	81,992 $3.46 Million
Q4 2023 Jan 22, 2024	SELL	$36.09 - $40.63 $73,370 - $82,600	-2,033 Reduced 2.6%	76,045 $3.08 Million
Q3 2023 Oct 18, 2023	BUY	$37.39 - $41.11 $32,454 - $35,683	868 Added 1.12%	78,078 $2.92 Million
Q2 2023 Jul 13, 2023	BUY	$38.66 - $40.72 $460,440 - $484,975	11,910 Added 18.24%	77,210 $3.1 Million
Q1 2023 Apr 13, 2023	BUY	$38.43 - $41.37 $19,138 - $20,602	498 Added 0.77%	65,300 $2.62 Million
Q4 2022 Jan 20, 2023	BUY	$35.61 - $41.46 $2.31 Million - $2.69 Million	64,802 New	64,802 $0

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Account

Secure Asset Management, LLC First Tr Value Line Divid Inde Transaction History