Fermata Advisors, LLC First Tr Value Line Divid Inde Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fermata Advisors, LLC holds 8,170 shares of FVD stock, worth $367,813. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,170
Previous 8,143 0.33%
Holding current value
$367,813
Previous $370,000 3.78%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$43.4 - $46.7 $1,171 - $1,260
27 Added 0.33%
8,170 $356,000
Q3 2024

Oct 09, 2024
BUY
$40.45 - $45.49 $329,384 - $370,425
8,143 New
8,143 $370,000
Q3 2023

Nov 06, 2023
BUY
$37.39 - $41.11 $321,217 - $353,176
8,591 New
8,591 $321,000
Q1 2023

Apr 12, 2023
SELL
$38.43 - $41.37 $39,967 - $43,024
-1,040 Reduced 10.82%
8,571 $344,000
Q4 2022

Feb 13, 2023
BUY
$35.61 - $41.46 $569 - $663
16 Added 0.17%
9,611 $383,000
Q3 2022

Nov 14, 2022
BUY
$35.79 - $42.23 $70,506 - $83,193
1,970 Added 25.84%
9,595 $343,000
Q2 2022

Aug 09, 2022
BUY
$37.24 - $43.02 $283,955 - $328,027
7,625 New
7,625 $296,000

Others Institutions Holding FVD

# of Institutions
633
Shares Held
145M
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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