Sage Private Wealth Group, LLC First Tr Value Line Divid Inde Transaction History

Sage Private Wealth Group, LLC

$75.7 Million
Q3 2022

A detailed history of Sage Private Wealth Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 507 shares of FVD stock, worth $22,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares

507

Previous 505 0.4%

Holding current value

$22,880

Previous $20,000 10.0%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	BUY	$35.79 - $42.23 $71 - $84	2 Added 0.4%	507 $18,000
Q2 2022 Aug 01, 2022	BUY	$37.24 - $43.02 $111 - $129	3 Added 0.6%	505 $20,000
Q1 2022 May 13, 2022	BUY	$39.95 - $43.09 $79 - $86	2 Added 0.4%	502 $21,000
Q4 2021 Jan 24, 2022	BUY	$39.46 - $43.04 $78 - $86	2 Added 0.4%	500 $21,000
Q3 2021 Nov 02, 2021	BUY	$39.2 - $41.72 $78 - $83	2 Added 0.4%	498 $20,000
Q2 2021 Aug 16, 2021	BUY	$38.16 - $40.72 $76 - $81	2 Added 0.4%	496 $20,000
Q1 2021 May 18, 2021	BUY	$34.56 - $38.32 $103 - $114	3 Added 0.61%	494 $19,000
Q4 2020 Mar 02, 2021	BUY	$31.33 - $35.27 $15,383 - $17,317	491 New	491 $17,000

Others Institutions Holding FVD

# of Institutions

572

Shares Held

144M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Sage Private Wealth Group, LLC First Tr Value Line Divid Inde Transaction History