A detailed history of Southland Equity Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Southland Equity Partners LLC holds 100,144 shares of FVD stock, worth $4.54 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
100,144
Previous 84,678 18.26%
Holding current value
$4.54 Million
Previous $3.45 Billion 32.02%
% of portfolio
1.11%
Previous 0.99%

Shares

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

Oct 15, 2024

BUY
$40.45 - $45.49 $625,599 - $703,548
15,466 Added 18.26%
100,144 $4.56 Billion
Q2 2024

Jul 12, 2024

BUY
$39.94 - $42.43 $182,405 - $193,777
4,567 Added 5.7%
84,678 $3.45 Billion
Q1 2024

Apr 12, 2024

BUY
$39.94 - $42.23 $121,577 - $128,548
3,044 Added 3.95%
80,111 $3.38 Billion
Q4 2023

Jan 09, 2024

SELL
$36.09 - $40.63 $36,703 - $41,320
-1,017 Reduced 1.3%
77,067 $3.13 Billion
Q3 2023

Jan 02, 2024

BUY
$37.39 - $41.11 $204,635 - $224,995
5,473 Added 7.54%
78,084 $2.92 Billion
Q2 2023

Jan 02, 2024

BUY
$38.66 - $40.72 $211,586 - $222,860
5,473 Added 8.15%
72,611 $2.91 Billion
Q1 2023

Jan 02, 2024

BUY
$38.43 - $41.37 $259,210 - $279,040
6,745 Added 11.17%
67,138 $2.7 Billion
Q4 2022

Jan 02, 2024

SELL
$35.61 - $41.46 $7.13 Million - $8.3 Million
-200,219 Reduced 76.83%
60,393 $2.41 Billion
Q3 2022

Jan 02, 2024

SELL
$35.79 - $42.23 $80,312 - $94,764
-2,244 Reduced 0.85%
260,612 $9.33 Billion
Q2 2022

Jan 02, 2024

SELL
$37.24 - $43.02 $30,164 - $34,846
-810 Reduced 0.31%
262,856 $10.2 Billion
Q1 2022

Jan 02, 2024

BUY
$39.95 - $43.09 $482,556 - $520,484
12,079 Added 4.8%
263,666 $11.2 Billion
Q4 2021

Jan 02, 2024

BUY
$39.46 - $43.04 $509,034 - $555,216
12,900 Added 5.4%
251,587 $10.8 Billion
Q3 2021

Jan 02, 2024

BUY
$39.2 - $41.72 $609,403 - $648,579
15,546 Added 6.97%
238,687 $9.36 Billion
Q2 2021

Jan 02, 2024

BUY
$38.16 - $40.72 $1.4 Million - $1.49 Million
36,656 Added 19.66%
223,141 $8.87 Billion
Q1 2021

Jan 02, 2024

BUY
$34.56 - $38.32 $931,737 - $1.03 Million
26,960 Added 16.9%
186,485 $7.08 Billion
Q4 2020

Jan 02, 2024

BUY
$31.33 - $35.27 $5 Million - $5.63 Million
159,525 New
159,525 $5.59 Billion

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
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