Tyler Stone Wealth Management First Tr Value Line Divid Inde Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tyler Stone Wealth Management holds 24,028 shares of FVD stock, worth $1.05 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
24,028
Previous 13,485 78.18%
Holding current value
$1.05 Million
Previous $549,000 99.09%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Nov 04, 2024
BUY
$40.45 - $45.49 $426,464 - $479,601
10,543 Added 78.18%
24,028 $1.09 Million
Q2 2024

Aug 14, 2024
SELL
$39.94 - $42.43 $127,768 - $135,733
-3,199 Reduced 19.17%
13,485 $549,000
Q1 2024

May 15, 2024
SELL
$39.94 - $42.23 $151,652 - $160,347
-3,797 Reduced 18.54%
16,684 $704,000
Q4 2023

Feb 14, 2024
SELL
$36.09 - $40.63 $141,653 - $159,472
-3,925 Reduced 16.08%
20,481 $830,000
Q3 2023

Nov 14, 2023
SELL
$37.39 - $41.11 $68,461 - $75,272
-1,831 Reduced 6.98%
24,406 $913,000
Q2 2023

Aug 14, 2023
SELL
$38.66 - $40.72 $100,786 - $106,157
-2,607 Reduced 9.04%
26,237 $1.05 Million
Q4 2022

Feb 14, 2023
SELL
$35.61 - $41.46 $33,366 - $38,848
-937 Reduced 3.15%
28,844 $1.15 Million
Q3 2022

Nov 14, 2022
SELL
$35.79 - $42.23 $11,417 - $13,471
-319 Reduced 1.06%
29,781 $1.07 Million
Q2 2022

Aug 11, 2022
SELL
$37.24 - $43.02 $84,348 - $97,440
-2,265 Reduced 7.0%
30,100 $1.17 Million
Q1 2022

May 12, 2022
BUY
$39.95 - $43.09 $81,937 - $88,377
2,051 Added 6.77%
32,365 $1.37 Million
Q4 2021

Feb 22, 2022
BUY
$39.46 - $43.04 $1.2 Million - $1.3 Million
30,314 New
30,314 $1.31 Million

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email