A detailed history of Sovereign Financial Group, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,962 shares of FVD stock, worth $241,818. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,962
Previous 6,944 14.14%
Holding current value
$241,818
Previous $281,000 10.68%
% of portfolio
0.07%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$39.94 - $42.23 $39,221 - $41,469
-982 Reduced 14.14%
5,962 $251,000
Q4 2023

Feb 06, 2024

SELL
$36.09 - $40.63 $74,706 - $84,104
-2,070 Reduced 22.96%
6,944 $281,000
Q3 2023

Nov 03, 2023

BUY
$37.39 - $41.11 $4,337 - $4,768
116 Added 1.3%
9,014 $337,000
Q2 2023

Jul 31, 2023

BUY
$38.66 - $40.72 $343,996 - $362,326
8,898 New
8,898 $356,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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