Sequent Planning LLC First Tr Value Line Divid Inde Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sequent Planning LLC holds 30,111 shares of FVD stock, worth $1.39 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
30,111
Previous 29,616 1.67%
Holding current value
$1.39 Million
Previous $1.2 Billion 14.03%
% of portfolio
0.47%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$40.45 - $45.49 $20,022 - $22,517
495 Added 1.67%
30,111 $1.37 Billion
Q2 2024

Aug 12, 2024
SELL
$39.94 - $42.43 $212,720 - $225,982
-5,326 Reduced 15.24%
29,616 $1.2 Billion
Q1 2024

May 14, 2024
BUY
$39.94 - $42.23 $1.4 Million - $1.48 Million
34,942 New
34,942 $1.48 Billion

Others Institutions Holding FVD

# of Institutions
584
Shares Held
139M
Call Options Held
0
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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