Whitaker Myers Wealth Managers, Ltd. First Trust Rising Dividend Ac Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 25,319 shares of RDVY stock, worth $1.59 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

25,319

Previous 25,010 1.24%

Holding current value

$1.59 Million

Previous $1.37 Billion 9.48%

% of portfolio

0.5%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$53.68 - $59.24 $16,587 - $18,305	309 Added 1.24%	25,319 $1.5 Billion
Q2 2024 Jul 26, 2024	BUY	$53.05 - $55.95 $97,983 - $103,339	1,847 Added 7.97%	25,010 $1.37 Billion
Q1 2024 Apr 12, 2024	SELL	$50.05 - $56.17 $34,034 - $38,195	-680 Reduced 2.85%	23,163 $1.3 Billion
Q4 2023 Jan 12, 2024	BUY	$43.44 - $52.04 $868 - $1,040	20 Added 0.08%	23,843 $1.23 Billion
Q3 2023 Oct 05, 2023	BUY	$45.58 - $49.58 $27,667 - $30,095	607 Added 2.61%	23,823 $1.09 Billion
Q2 2023 Jul 13, 2023	BUY	$42.83 - $47.25 $27,882 - $30,759	651 Added 2.88%	23,216 $1.09 Billion
Q1 2023 Apr 21, 2023	SELL	$42.66 - $48.92 $42,830 - $49,115	-1,004 Reduced 4.26%	22,565 $1.01 Billion
Q4 2022 Apr 21, 2023	BUY	$39.34 - $47.06 $927,204 - $1.11 Million	23,569 New	23,569 $1.04 Billion

Others Institutions Holding RDVY

# of Institutions

587

Shares Held

149M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Whitaker Myers Wealth Managers, Ltd. First Trust Rising Dividend Ac Transaction History