Legacy Wealth Managment, Llc/Id First Trust Rising Dividend Ac Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 16,314 shares of RDVY stock, worth $998,579. This represents 0.69% of its overall portfolio holdings.

Number of Shares
16,314
Previous 5,145 217.08%
Holding current value
$998,579
Previous $304,000 217.11%
% of portfolio
0.69%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $655,061 - $718,948
11,169 Added 217.08%
16,314 $964,000
Q3 2024

Nov 15, 2024
BUY
$53.68 - $59.24 $276,183 - $304,789
5,145 New
5,145 $304,000

Others Institutions Holding RDVY

# of Institutions
681
Shares Held
170M
Call Options Held
0
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
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