Stonebridge Financial Planning Group, LLC First Tr Value Line Divid Inde Transaction History

Stonebridge Financial Planning Group, LLC

  • $209 Million
  • Q1 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 8,250 shares of FVD stock, worth $361,432. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,250
Previous 8,750 5.71%
Holding current value
$361,432
Previous $381,000 3.67%
% of portfolio
0.18%
Previous 0.18%

Shares

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

May 08, 2025
SELL
$42.61 - $45.51 $21,305 - $22,755
-500 Reduced 5.71%
8,250 $367,000
Q3 2024

Nov 08, 2024
SELL
$40.45 - $45.49 $14,238 - $16,012
-352 Reduced 3.87%
8,750 $398,000
Q4 2023

Feb 05, 2024
SELL
$36.09 - $40.63 $19,488 - $21,940
-540 Reduced 5.6%
9,102 $369,000
Q3 2023

Nov 07, 2023
SELL
$37.39 - $41.11 $24,303 - $26,721
-650 Reduced 6.32%
9,642 $360,000
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $13,608 - $14,333
352 Added 3.54%
10,292 $412,000
Q2 2022

Aug 01, 2022
BUY
$37.24 - $43.02 $4,655 - $5,377
125 Added 1.27%
9,940 $386,000
Q1 2022

May 10, 2022
BUY
$39.95 - $43.09 $38,032 - $41,021
952 Added 10.74%
9,815 $415,000
Q4 2021

Feb 02, 2022
SELL
$39.46 - $43.04 $9,470 - $10,329
-240 Reduced 2.64%
8,863 $368,000
Q3 2021

Nov 08, 2021
BUY
$39.2 - $41.72 $4,312 - $4,589
110 Added 1.22%
9,103 $379,000
Q2 2021

Jul 28, 2021
SELL
$38.16 - $40.72 $15,263 - $16,288
-400 Reduced 4.26%
8,993 $363,000
Q1 2021

May 06, 2021
SELL
$34.56 - $38.32 $81,319 - $90,166
-2,353 Reduced 20.03%
9,393 $363,000
Q4 2020

Jan 27, 2021
SELL
$31.33 - $35.27 $112,161 - $126,266
-3,580 Reduced 23.36%
11,746 $412,000
Q3 2020

Oct 26, 2020
SELL
$29.87 - $32.88 $426,991 - $470,019
-14,295 Reduced 48.26%
15,326 $503,000
Q2 2020

Jul 24, 2020
BUY
$26.27 - $33.19 $44,212 - $55,858
1,683 Added 6.02%
29,621 $905,000
Q1 2020

Apr 15, 2020
BUY
$23.88 - $36.88 $224,854 - $347,262
9,416 Added 50.84%
27,938 $818,000
Q4 2019

Feb 07, 2020
BUY
$33.78 - $36.07 $625,673 - $668,088
18,522 New
18,522 $667,000

Others Institutions Holding FVD

# of Institutions
635
Shares Held
141M
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
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