A detailed history of Strategic Planning Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Planning Group, LLC holds 31,781 shares of FVD stock, worth $1.43 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
31,781
Previous 257,336 87.65%
Holding current value
$1.43 Million
Previous $10.5 Billion 86.21%
% of portfolio
0.29%
Previous 2.29%

Shares

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

Oct 16, 2024

SELL
$40.45 - $45.49 $9.12 Million - $10.3 Million
-225,555 Reduced 87.65%
31,781 $1.45 Billion
Q2 2024

Aug 02, 2024

BUY
$39.94 - $42.43 $488,106 - $518,537
12,221 Added 4.99%
257,336 $10.5 Billion
Q1 2024

Apr 12, 2024

BUY
$39.94 - $42.23 $1.68 Million - $1.77 Million
41,956 Added 20.65%
245,115 $10.4 Billion
Q4 2023

Apr 11, 2024

BUY
$36.09 - $40.63 $7.33 Million - $8.25 Million
203,159 New
203,159 $8.24 Billion

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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