A detailed history of United Advisor Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Advisor Group, LLC holds 15,844 shares of FVD stock, worth $706,325. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,844
Previous 16,302 2.81%
Holding current value
$706,325
Previous $664,000 8.43%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Oct 30, 2024

SELL
$40.45 - $45.49 $18,526 - $20,834
-458 Reduced 2.81%
15,844 $720,000
Q2 2024

Aug 08, 2024

SELL
$39.94 - $42.43 $252,979 - $268,751
-6,334 Reduced 27.98%
16,302 $664,000
Q1 2024

May 14, 2024

BUY
$39.94 - $42.23 $904,081 - $955,918
22,636 New
22,636 $955,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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