A detailed history of Legacy Trust transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Legacy Trust holds 13,100 shares of FVD stock, worth $584,653. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,100
Previous 13,100 -0.0%
Holding current value
$584,653
Previous $534 Million 11.63%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$39.94 - $42.43 $44,932 - $47,733
1,125 Added 9.39%
13,100 $534 Million
Q1 2024

Apr 23, 2024

SELL
$39.94 - $42.23 $3,394 - $3,589
-85 Reduced 0.7%
11,975 $506 Million
Q2 2023

Aug 08, 2023

BUY
$38.66 - $40.72 $110,528 - $116,418
2,859 Added 31.07%
12,060 $483 Million
Q4 2022

Apr 03, 2023

BUY
$35.61 - $41.46 $327,647 - $381,473
9,201 New
9,201 $367 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Legacy Trust Portfolio

Follow Legacy Trust 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 Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.