Spire Wealth Management First Tr Value Line Divid Inde Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Spire Wealth Management holds 48,708 shares of FVD stock, worth $2.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

48,708

Previous 47,818 1.86%

Holding current value

$2.14 Million

Previous $1.95 Million 13.71%

% of portfolio

0.08%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$40.45 - $45.49 $36,000 - $40,486	890 Added 1.86%	48,708 $2.22 Million
Q2 2024 Jul 31, 2024	SELL	$39.94 - $42.43 $8.36 Million - $8.88 Million	-209,400 Reduced 81.41%	47,818 $1.95 Million
Q1 2024 Apr 24, 2024	SELL	$39.94 - $42.23 $3.42 Million - $3.62 Million	-85,705 Reduced 24.99%	257,218 $10.9 Million
Q4 2023 Feb 06, 2024	BUY	$36.09 - $40.63 $660,374 - $743,447	18,298 Added 5.64%	342,923 $13.9 Million
Q3 2023 Nov 08, 2023	SELL	$37.39 - $41.11 $766,121 - $842,343	-20,490 Reduced 5.94%	324,625 $12.1 Million
Q2 2023 Aug 09, 2023	SELL	$38.66 - $40.72 $1.2 Million - $1.26 Million	-30,931 Reduced 8.23%	345,115 $13.8 Million
Q1 2023 May 09, 2023	BUY	$38.43 - $41.37 $4.48 Million - $4.82 Million	116,512 Added 44.89%	376,046 $15.1 Million
Q4 2022 Feb 03, 2023	BUY	$35.61 - $41.46 $1.08 Million - $1.26 Million	30,325 Added 13.23%	259,534 $10.4 Million
Q3 2022 Nov 07, 2022	SELL	$35.79 - $42.23 $3.79 Million - $4.47 Million	-105,887 Reduced 31.6%	229,209 $8.2 Million
Q2 2022 Jul 22, 2022	SELL	$37.24 - $43.02 $3.27 Million - $3.77 Million	-87,708 Reduced 20.74%	335,096 $13 Million
Q1 2022 Apr 18, 2022	SELL	$39.95 - $43.09 $491,424 - $530,050	-12,301 Reduced 2.83%	422,804 $17.9 Million
Q4 2021 Jan 14, 2022	SELL	$39.46 - $43.04 $19,493 - $21,261	-494 Reduced 0.11%	435,105 $18.7 Million
Q3 2021 Oct 22, 2021	BUY	$39.2 - $41.72 $105,879 - $112,685	2,701 Added 0.62%	435,599 $17.1 Million
Q2 2021 Jul 26, 2021	SELL	$38.16 - $40.72 $3.01 Million - $3.21 Million	-78,928 Reduced 15.42%	432,898 $17.2 Million
Q1 2021 May 21, 2021	BUY	$34.56 - $38.32 $17.7 Million - $19.6 Million	511,770 Added 913875.0%	511,826 $19.3 Million
Q1 2021 May 07, 2021	BUY	$34.56 - $38.32 $1,935 - $2,145	56 New	56 $2,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Spire Wealth Management First Tr Value Line Divid Inde Transaction History