West Michigan Advisors, LLC First Tr Value Line Divid Inde Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, West Michigan Advisors, LLC holds 6,885 shares of FVD stock, worth $293,369. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,885
Previous 5,748 19.78%
Holding current value
$293,369
Previous $234,000 33.76%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 23, 2024
BUY
$40.45 - $45.49 $45,991 - $51,722
1,137 Added 19.78%
6,885 $313,000
Q2 2024

Aug 05, 2024
BUY
$39.94 - $42.43 $7,309 - $7,764
183 Added 3.29%
5,748 $234,000
Q1 2024

May 14, 2024
SELL
$39.94 - $42.23 $3.09 Million - $3.27 Million
-77,398 Reduced 93.29%
5,565 $235,000
Q4 2023

Feb 13, 2024
BUY
$36.09 - $40.63 $48,360 - $54,444
1,340 Added 1.64%
82,963 $3.36 Million
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $3.05 Million - $3.36 Million
81,623 New
81,623 $3.05 Million

Others Institutions Holding FVD

# of Institutions
584
Shares Held
136M
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 West Michigan Advisors, LLC Portfolio

Follow West Michigan 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 West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email