A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,436 shares of RDVY stock, worth $974,490. This represents 0.78% of its overall portfolio holdings.

Number of Shares
16,436
Previous 15,520 5.9%
Holding current value
$974,490
Previous $850 Million 14.53%
% of portfolio
0.78%
Previous 0.76%

Shares

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

Nov 12, 2024

BUY
$53.68 - $59.24 $49,170 - $54,263
916 Added 5.9%
16,436 $973 Million
Q2 2024

Aug 09, 2024

BUY
$53.05 - $55.95 $38,779 - $40,899
731 Added 4.94%
15,520 $850 Million
Q1 2024

May 14, 2024

BUY
$50.05 - $56.17 $740,189 - $830,698
14,789 New
14,789 $831 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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