Lion Street Advisors, LLC First Tr Value Line Divid Inde Transaction History

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025

A detailed history of Lion Street Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lion Street Advisors, LLC holds 10,409 shares of FVD stock, worth $446,962. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,409
Previous 12,173 14.49%
Holding current value
$446,962
Previous $531,000 12.62%
% of portfolio
0.15%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$42.61 - $45.51 $75,164 - $80,279
-1,764 Reduced 14.49%
10,409 $464,000
Q4 2024

Jan 27, 2025
BUY
$43.4 - $46.7 $564 - $607
13 Added 0.11%
12,173 $531,000
Q3 2024

Oct 10, 2024
BUY
$40.45 - $45.49 $970 - $1,091
24 Added 0.2%
12,160 $553,000
Q2 2024

Jul 12, 2024
SELL
$39.94 - $42.43 $9,385 - $9,971
-235 Reduced 1.9%
12,136 $494,000
Q4 2023

Jan 09, 2024
BUY
$36.09 - $40.63 $541 - $609
15 Added 0.12%
12,371 $501,000
Q3 2023

Oct 19, 2023
SELL
$37.39 - $41.11 $519,721 - $571,429
-13,900 Reduced 52.94%
12,356 $461,000
Q2 2023

Jul 28, 2023
BUY
$38.66 - $40.72 $217,230 - $228,805
5,619 Added 27.23%
26,256 $1.05 Million
Q1 2023

Apr 12, 2023
BUY
$38.43 - $41.37 $516,230 - $555,723
13,433 Added 186.47%
20,637 $828,000
Q4 2022

Jan 19, 2023
SELL
$35.61 - $41.46 $66,020 - $76,866
-1,854 Reduced 20.47%
7,204 $0
Q3 2022

Oct 18, 2022
BUY
$35.79 - $42.23 $66,354 - $78,294
1,854 Added 25.74%
9,058 $325,000
Q2 2022

Jul 19, 2022
SELL
$37.24 - $43.02 $66,398 - $76,704
-1,783 Reduced 19.84%
7,204 $297,000
Q1 2022

May 10, 2022
BUY
$39.95 - $43.09 $119 - $129
3 Added 0.03%
8,987 $379,000
Q4 2021

Jan 20, 2022
BUY
$39.46 - $43.04 $28,805 - $31,419
730 Added 8.84%
8,984 $386,000
Q3 2021

Nov 15, 2021
BUY
$39.2 - $41.72 $323,556 - $344,356
8,254 New
8,254 $323,000

Others Institutions Holding FVD

# of Institutions
635
Shares Held
146M
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
Track This Portfolio

Track Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, LLC 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 Lion Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lion Street Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email