A detailed history of Owen La Rue, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Owen La Rue, LLC holds 10,040 shares of FVD stock, worth $440,454. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,040
Previous 7,437 35.0%
Holding current value
$440,454
Previous $303,000 50.5%
% of portfolio
0.27%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$40.45 - $45.49 $105,291 - $118,410
2,603 Added 35.0%
10,040 $456,000
Q2 2024

Jul 23, 2024

BUY
$39.94 - $42.43 $23,444 - $24,906
587 Added 8.57%
7,437 $303,000
Q1 2024

May 13, 2024

SELL
$39.94 - $42.23 $12,421 - $13,133
-311 Reduced 4.34%
6,850 $289,000
Q4 2023

Feb 05, 2024

SELL
$36.09 - $40.63 $3,789 - $4,266
-105 Reduced 1.45%
7,161 $290,000
Q2 2023

Aug 09, 2023

SELL
$38.66 - $40.72 $889 - $936
-23 Reduced 0.32%
7,266 $291,000
Q4 2022

Feb 13, 2023

BUY
$35.61 - $41.46 $259,561 - $302,201
7,289 New
7,289 $294 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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