Coppell Advisory Solutions LLC First Tr Value Line Divid Inde Transaction History

Coppell Advisory Solutions LLC

$606 Billion
Q2 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 145,199 shares of FVD stock, worth $6.53 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

145,199

Previous 144,838 0.25%

Holding current value

$6.53 Million

Previous $5.87 Billion 0.72%

% of portfolio

0.98%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$39.94 - $42.43 $14,418 - $15,317	361 Added 0.25%	145,199 $5.92 Billion
Q4 2023 Feb 14, 2024	BUY	$36.09 - $40.63 $2.48 Million - $2.79 Million	68,769 Added 90.4%	144,838 $5.87 Billion
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $2.21 Million - $2.43 Million	-59,209 Reduced 43.77%	76,069 $3.04 Billion
Q2 2023 Aug 17, 2023	BUY	$38.66 - $40.72 $1.42 Million - $1.49 Million	36,702 Added 37.23%	135,278 $5.37 Billion
Q1 2023 May 19, 2023	BUY	$38.43 - $41.37 $864,944 - $931,114	22,507 Added 29.59%	98,576 $3.91 Billion
Q4 2022 May 19, 2023	BUY	$35.61 - $41.46 $782,600 - $911,166	21,977 Added 40.63%	76,069 $3.04 Billion
Q4 2020 Mar 10, 2021	BUY	$31.33 - $35.27 $1.69 Million - $1.91 Million	54,092 New	54,092 $1.9 Million

Others Institutions Holding FVD

# of Institutions

571

Shares Held

144M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.

Account

Coppell Advisory Solutions LLC First Tr Value Line Divid Inde Transaction History