Treasure Coast Financial Planning First Tr Value Line Divid Inde Transaction History

Treasure Coast Financial Planning

$151 Million
Q4 2024

A detailed history of Treasure Coast Financial Planning transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Treasure Coast Financial Planning holds 103,441 shares of FVD stock, worth $4.53 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

103,441

Previous 108,278 4.47%

Holding current value

$4.53 Million

Previous $4.93 Million 8.35%

% of portfolio

2.99%

Previous 3.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$43.4 - $46.7 $209,925 - $225,887	-4,837 Reduced 4.47%	103,441 $4.51 Million
Q3 2024 Nov 12, 2024	SELL	$40.45 - $45.49 $606 - $682	-15 Reduced 0.01%	108,278 $4.93 Million
Q2 2024 Jul 22, 2024	BUY	$39.94 - $42.43 $299,230 - $317,885	7,492 Added 7.43%	108,293 $4.41 Million
Q1 2024 Apr 26, 2024	BUY	$39.94 - $42.23 $3.78 Million - $4 Million	94,682 Added 1547.34%	100,801 $4.26 Million
Q2 2023 Jul 21, 2023	SELL	$38.66 - $40.72 $24,626 - $25,938	-637 Reduced 9.43%	6,119 $245,000
Q1 2023 May 04, 2023	BUY	$38.43 - $41.37 $27,861 - $29,993	725 Added 12.02%	6,756 $271,000
Q4 2022 Feb 06, 2023	BUY	$35.61 - $41.46 $214,763 - $250,045	6,031 New	6,031 $240,000

Others Institutions Holding FVD

# of Institutions

626

Shares Held

144M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Treasure Coast Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Treasure Coast Financial Planning with notifications on news.

Account

Treasure Coast Financial Planning First Tr Value Line Divid Inde Transaction History