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%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


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