A detailed history of West Michigan Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, West Michigan Advisors, LLC holds 6,885 shares of FVD stock, worth $316,296. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,885
Previous 5,748 19.78%
Holding current value
$316,296
Previous $234,000 33.76%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 23, 2024

BUY
$40.45 - $45.49 $45,991 - $51,722
1,137 Added 19.78%
6,885 $313,000
Q2 2024

Aug 05, 2024

BUY
$39.94 - $42.43 $7,309 - $7,764
183 Added 3.29%
5,748 $234,000
Q1 2024

May 14, 2024

SELL
$39.94 - $42.23 $3.09 Million - $3.27 Million
-77,398 Reduced 93.29%
5,565 $235,000
Q4 2023

Feb 13, 2024

BUY
$36.09 - $40.63 $48,360 - $54,444
1,340 Added 1.64%
82,963 $3.36 Million
Q3 2023

Nov 13, 2023

BUY
$37.39 - $41.11 $3.05 Million - $3.36 Million
81,623 New
81,623 $3.05 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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