Blue Chip Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Blue Chip Wealth Advisors LLC

$191 Billion
Q3 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 79,331 shares of RDVY stock, worth $4.96 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

79,331

Previous 81,287 2.41%

Holding current value

$4.96 Million

Previous $4.45 Billion 5.54%

% of portfolio

2.46%

Previous 2.62%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$53.68 - $59.24 $104,998 - $115,873	-1,956 Reduced 2.41%	79,331 $4.7 Billion
Q2 2024 Aug 12, 2024	BUY	$53.05 - $55.95 $300,528 - $316,956	5,665 Added 7.49%	81,287 $4.45 Billion
Q1 2024 Apr 30, 2024	BUY	$50.05 - $56.17 $151,451 - $169,970	3,026 Added 4.17%	75,622 $4.25 Billion
Q4 2023 Mar 15, 2024	BUY	$43.44 - $52.04 $3.15 Million - $3.78 Million	72,596 New	72,596 $3.75 Billion

Others Institutions Holding RDVY

# of Institutions

632

Shares Held

149M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Blue Chip Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History