Summit Financial, LLC First Tr Value Line Divid Inde Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Summit Financial, LLC holds 10,980 shares of FVD stock, worth $488,170. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,980
Previous 10,590 3.68%
Holding current value
$488,170
Previous $481,000 0.42%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$43.4 - $46.7 $16,926 - $18,213
390 Added 3.68%
10,980 $479,000
Q2 2024

Jul 31, 2024
BUY
$39.94 - $42.43 $7,708 - $8,188
193 Added 1.86%
10,590 $431,000
Q1 2024

Apr 24, 2024
BUY
$39.94 - $42.23 $83,674 - $88,471
2,095 Added 25.23%
10,397 $439,000
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $320,955 - $338,057
8,302 New
8,302 $332,000

Others Institutions Holding FVD

# of Institutions
623
Shares Held
145M
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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