Sequent Planning LLC First Tr Value Line Divid Inde Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

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 30,590 shares of FVD stock, worth $1.34 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
30,590
Previous 29,655 3.15%
Holding current value
$1.34 Million
Previous $1.29 Billion 5.4%
% of portfolio
0.49%
Previous 0.47%

Shares

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

May 13, 2025
BUY
$42.61 - $45.51 $39,840 - $42,551
935 Added 3.15%
30,590 $1.36 Billion
Q4 2024

Feb 11, 2025
SELL
$43.4 - $46.7 $19,790 - $21,295
-456 Reduced 1.51%
29,655 $1.29 Billion
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
637
Shares Held
142M
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
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email