Pca Investment Advisory Services Inc. First Tr Value Line Divid Inde Transaction History

Pca Investment Advisory Services Inc.

$209 Million
Q3 2024

A detailed history of Pca Investment Advisory Services Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 5,912 shares of FVD stock, worth $257,999. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,912

Previous 5,897 0.25%

Holding current value

$257,999

Previous $240,000 11.67%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$40.45 - $45.49 $606 - $682	15 Added 0.25%	5,912 $268,000
Q2 2024 Aug 13, 2024	SELL	$39.94 - $42.43 $75,606 - $80,319	-1,893 Reduced 24.3%	5,897 $240,000
Q1 2024 May 07, 2024	BUY	$39.94 - $42.23 $27,678 - $29,265	693 Added 9.76%	7,790 $328,000
Q4 2023 Feb 15, 2024	SELL	$36.09 - $40.63 $309,435 - $348,361	-8,574 Reduced 54.71%	7,097 $287,000
Q3 2023 Nov 13, 2023	SELL	$37.39 - $41.11 $94,222 - $103,597	-2,520 Reduced 13.85%	15,671 $586 Million
Q2 2023 Aug 16, 2023	SELL	$38.66 - $40.72 $85,283 - $89,828	-2,206 Reduced 10.82%	18,191 $729 Million
Q1 2023 May 16, 2023	BUY	$38.43 - $41.37 $783,856 - $843,823	20,397 New	20,397 $819 Million

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Pca Investment Advisory Services Inc. First Tr Value Line Divid Inde Transaction History