1776 Wealth LLC First Trust Rising Dividend Ac Transaction History

1776 Wealth LLC

  • $198 Million
  • Q1 2024

A detailed history of 1776 Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, 1776 Wealth LLC holds 8,240 shares of RDVY stock, worth $452,211. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,240
Previous 8,246 0.07%
Holding current value
$452,211
Previous $378,000 22.22%
% of portfolio
0.23%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$50.05 - $56.17 $300 - $337
-6 Reduced 0.07%
8,240 $462,000
Q2 2023

Aug 02, 2023
BUY
$42.83 - $47.25 $58,891 - $64,968
1,375 Added 20.01%
8,246 $388,000
Q4 2022

Feb 15, 2023
BUY
$42.84 - $47.06 $294,353 - $323,349
6,871 New
6,871 $302,000
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $234,312 - $265,322
5,026 New
5,026 $246,000
Q3 2020

Nov 12, 2020
SELL
$30.37 - $34.47 $12,967 - $14,718
-427 Closed
0 $0
Q2 2020

Aug 04, 2020
SELL
$23.99 - $33.86 $71 - $101
-3 Reduced 0.7%
427 $13,000
Q1 2020

Apr 23, 2020
SELL
$21.81 - $36.72 $218 - $367
-10 Reduced 2.27%
430 $11,000
Q4 2019

Feb 12, 2020
BUY
$30.59 - $36.03 $13,459 - $15,853
440 New
440 $15,000

Others Institutions Holding RDVY

# of Institutions
544
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track 1776 Wealth LLC Portfolio

Follow 1776 Wealth 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 1776 Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1776 Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email