Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 194,520 shares of RDVY stock, worth $12.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
194,520
Previous 191,723 1.46%
Holding current value
$12.4 Million
Previous $10.5 Billion 9.72%
% of portfolio
0.34%
Previous 0.34%

Shares

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

Oct 30, 2024
BUY
$53.68 - $59.24 $150,142 - $165,694
2,797 Added 1.46%
194,520 $11.5 Billion
Q2 2024

Jul 30, 2024
SELL
$53.05 - $55.95 $609,120 - $642,417
-11,482 Reduced 5.65%
191,723 $10.5 Billion
Q1 2024

May 07, 2024
BUY
$50.05 - $56.17 $1.59 Million - $1.78 Million
31,672 Added 18.46%
203,205 $11.4 Billion
Q4 2023

Apr 15, 2024
BUY
$43.44 - $52.04 $7.45 Million - $8.93 Million
171,533 New
171,533 $8.86 Billion

Others Institutions Holding RDVY

# of Institutions
608
Shares Held
154M
Call Options Held
100
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email