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 10,590 shares of FVD stock, worth $460,241. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,590
Previous 10,590 -0.0%
Holding current value
$460,241
Previous $431,000 11.6%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


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