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 29,616 shares of FVD stock, worth $1.32 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
29,616
Previous 34,942 15.24%
Holding current value
$1.32 Million
Previous $1.48 Billion 18.59%
% of portfolio
0.41%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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