Sweet Financial Partners, LLC First Tr Value Line Divid Inde Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 7,103 shares of FVD stock, worth $316,651. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,103
Previous 4,915 44.52%
Holding current value
$316,651
Previous $200,000 61.5%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 16, 2024
BUY
$40.45 - $45.49 $88,504 - $99,532
2,188 Added 44.52%
7,103 $323,000
Q2 2024

Jul 18, 2024
BUY
$39.94 - $42.43 $5,591 - $5,940
140 Added 2.93%
4,915 $200,000
Q1 2024

Apr 23, 2024
BUY
$39.94 - $42.23 $190,713 - $201,648
4,775 New
4,775 $201,000
Q4 2022

Jan 19, 2023
BUY
$35.61 - $41.46 $186,774 - $217,457
5,245 New
5,245 $0
Q2 2022

Aug 03, 2022
BUY
$37.24 - $43.02 $14,449 - $16,691
388 Added 7.99%
5,245 $204,000
Q4 2021

Feb 07, 2022
BUY
$39.46 - $43.04 $191,657 - $209,045
4,857 New
4,857 $209,000

Others Institutions Holding FVD

# of Institutions
573
Shares Held
144M
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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