Strategic Family Wealth Counselors, L.L.C. First Tr Value Line Divid Inde Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 155,708 shares of FVD stock, worth $6.8 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
155,708
Previous 148,009 5.2%
Holding current value
$6.8 Million
Previous $6.03 Million 17.44%
% of portfolio
2.52%
Previous 2.32%

Shares

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

Oct 31, 2024
BUY
$40.45 - $45.49 $311,424 - $350,227
7,699 Added 5.2%
155,708 $7.08 Million
Q2 2024

Aug 14, 2024
BUY
$39.94 - $42.43 $28,077 - $29,828
703 Added 0.48%
148,009 $6.03 Million
Q1 2024

May 14, 2024
BUY
$39.94 - $42.23 $138,392 - $146,326
3,465 Added 2.41%
147,306 $6.22 Million
Q4 2023

Jan 29, 2024
SELL
$36.09 - $40.63 $178,392 - $200,834
-4,943 Reduced 3.32%
143,841 $5.83 Million
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $785 - $863
21 Added 0.01%
148,784 $5.56 Million
Q2 2023

Aug 10, 2023
BUY
$38.66 - $40.72 $38,196 - $40,231
988 Added 0.67%
148,763 $5.96 Million
Q1 2023

May 15, 2023
BUY
$38.43 - $41.37 $324,349 - $349,162
8,440 Added 6.06%
147,775 $5.93 Million
Q4 2022

Jan 25, 2023
BUY
$35.61 - $41.46 $27,419 - $31,924
770 Added 0.56%
139,335 $0
Q3 2022

Nov 10, 2022
BUY
$35.79 - $42.23 $199,779 - $235,727
5,582 Added 4.2%
138,565 $4.96 Million
Q2 2022

Aug 11, 2022
BUY
$37.24 - $43.02 $207,389 - $239,578
5,569 Added 4.37%
132,983 $5.16 Million
Q1 2022

May 04, 2022
BUY
$39.95 - $43.09 $181,772 - $196,059
4,550 Added 3.7%
127,414 $5.39 Million
Q4 2021

Feb 08, 2022
BUY
$39.46 - $43.04 $373,212 - $407,072
9,458 Added 8.34%
122,864 $5.29 Million
Q3 2021

Nov 09, 2021
BUY
$39.2 - $41.72 $800,307 - $851,755
20,416 Added 21.96%
113,406 $4.45 Million
Q2 2021

Jul 29, 2021
BUY
$38.16 - $40.72 $482,418 - $514,782
12,642 Added 15.73%
92,990 $3.7 Million
Q1 2021

May 10, 2021
BUY
$34.56 - $38.32 $177,396 - $196,696
5,133 Added 6.82%
80,348 $3.05 Million
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $589,097 - $663,181
18,803 Added 33.33%
75,215 $2.64 Million
Q3 2020

Oct 26, 2020
SELL
$29.87 - $32.88 $6,451 - $7,102
-216 Reduced 0.38%
56,412 $1.78 Million
Q2 2020

Jul 13, 2020
BUY
$26.27 - $33.19 $500,207 - $631,970
19,041 Added 50.66%
56,628 $1.72 Million
Q1 2020

Apr 16, 2020
BUY
$23.88 - $36.88 $897,577 - $1.39 Million
37,587 New
37,587 $1.04 Million

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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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