Golden State Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 149,934 shares of RDVY stock, worth $8.93 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
149,934
Previous 34,560 333.84%
Holding current value
$8.93 Million
Previous $1.69 Million 523651.09%
% of portfolio
1.33%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$58.65 - $64.37 $6.77 Million - $7.43 Million
115,374 Added 333.84%
149,934 $8.87 Billion
Q1 2022

May 19, 2022
BUY
$46.62 - $52.79 $1.12 Million - $1.27 Million
24,013 Added 227.68%
34,560 $1.69 Million
Q1 2022

May 16, 2022
SELL
$46.62 - $52.79 $508,111 - $575,358
-10,899 Reduced 50.82%
10,547 $479,000
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $252,312 - $275,605
5,294 Added 32.78%
21,446 $1.11 Million
Q3 2021

Nov 15, 2021
BUY
$46.43 - $49.91 $114,960 - $123,577
2,476 Added 18.1%
16,152 $767,000
Q2 2021

Aug 12, 2021
BUY
$46.13 - $49.37 $144,340 - $154,478
3,129 Added 29.67%
13,676 $657,000
Q1 2021

May 14, 2021
SELL
$39.09 - $45.86 $59,924 - $70,303
-1,533 Reduced 12.69%
10,547 $479,000
Q4 2020

Jan 28, 2021
SELL
$31.97 - $39.94 $156,812 - $195,905
-4,905 Reduced 28.88%
12,080 $482,000
Q3 2020

Nov 12, 2020
BUY
$30.37 - $34.47 $515,834 - $585,472
16,985 New
16,985 $556,000
Q2 2020

Aug 11, 2020
SELL
$23.99 - $33.86 $444,702 - $627,662
-18,537 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$21.81 - $36.72 $404,291 - $680,678
18,537 New
18,537 $475,000

Others Institutions Holding RDVY

# of Institutions
688
Shares Held
170M
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 Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email