A detailed history of Holistic Planning, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Holistic Planning, LLC holds 22,959 shares of RDVY stock, worth $1.3 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
22,959
Holding current value
$1.3 Million
% of portfolio
0.46%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$57.22 - $63.39 $1.31 Million - $1.46 Million
22,959 New
22,959 $1.34 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.