Walkner Condon Financial Advisors LLC First Tr Value Line Divid Inde Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,659 shares of FVD stock, worth $244,638. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,659
Previous 4,930 14.79%
Holding current value
$244,638
Previous $200,000 28.5%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 31, 2024
BUY
$40.45 - $45.49 $29,488 - $33,162
729 Added 14.79%
5,659 $257,000
Q2 2024

Jul 26, 2024
BUY
$39.94 - $42.43 $1,957 - $2,079
49 Added 1.0%
4,930 $200,000
Q1 2024

Apr 22, 2024
SELL
$39.94 - $42.23 $233,489 - $246,876
-5,846 Reduced 54.5%
4,881 $206,000
Q4 2023

Jan 23, 2024
SELL
$36.09 - $40.63 $130,537 - $146,958
-3,617 Reduced 25.22%
10,727 $435,000
Q3 2023

Oct 19, 2023
BUY
$37.39 - $41.11 $51,186 - $56,279
1,369 Added 10.55%
14,344 $536,000
Q2 2023

Jul 21, 2023
SELL
$38.66 - $40.72 $4,445 - $4,682
-115 Reduced 0.88%
12,975 $520,000
Q1 2023

Apr 20, 2023
BUY
$38.43 - $41.37 $77,743 - $83,691
2,023 Added 18.28%
13,090 $525,000
Q4 2022

Jan 25, 2023
SELL
$35.61 - $41.46 $7,086 - $8,250
-199 Reduced 1.77%
11,067 $0
Q3 2022

Oct 28, 2022
SELL
$35.79 - $42.23 $1,431 - $1,689
-40 Reduced 0.35%
11,266 $403,000
Q2 2022

Aug 04, 2022
SELL
$37.24 - $43.02 $6,032 - $6,969
-162 Reduced 1.41%
11,306 $439,000
Q1 2022

May 03, 2022
BUY
$39.95 - $43.09 $458,146 - $494,156
11,468 New
11,468 $485 Million
Q4 2021

Feb 11, 2022
SELL
$39.46 - $43.04 $437,177 - $476,840
-11,079 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$39.2 - $41.72 $119,089 - $126,745
3,038 Added 37.78%
11,079 $434,000
Q2 2021

Aug 10, 2021
SELL
$38.16 - $40.72 $103,642 - $110,595
-2,716 Reduced 25.25%
8,041 $321,000
Q1 2021

Apr 13, 2021
BUY
$34.56 - $38.32 $21,116 - $23,413
611 Added 6.02%
10,757 $409,000
Q4 2020

Jan 12, 2021
SELL
$31.33 - $35.27 $70,931 - $79,851
-2,264 Reduced 18.24%
10,146 $356,000
Q3 2020

Nov 10, 2020
BUY
$29.87 - $32.88 $21,237 - $23,377
711 Added 6.08%
12,410 $390,000
Q2 2020

Aug 26, 2020
BUY
$26.27 - $33.19 $6,173 - $7,799
235 Added 2.05%
11,699 $355,000
Q1 2020

Aug 26, 2020
SELL
$23.88 - $36.88 $51,962 - $80,250
-2,176 Reduced 15.95%
11,464 $317,000
Q4 2019

Aug 26, 2020
BUY
$33.78 - $36.07 $460,759 - $491,994
13,640 New
13,640 $491,000

Others Institutions Holding FVD

# of Institutions
585
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
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