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

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 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 147,306 shares of FVD stock, worth $6 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

147,306

Previous 143,841 2.41%

Holding current value

$6 Million

Previous $5.83 Million 6.62%

% of portfolio

2.46%

Previous 2.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.06 - $41.46 $29,306 - $31,924	770 Added 0.56%	139,335 $0
Q3 2022 Nov 10, 2022	BUY	$37.17 - $42.23 $207,482 - $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

559

Shares Held

155M

Call Options Held

5.2K

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

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