World Equity Group, Inc. First Trust Rising Dividend Ac Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, World Equity Group, Inc. holds 44,992 shares of RDVY stock, worth $2.82 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

44,992

Previous 38,902 15.65%

Holding current value

$2.82 Million

Previous $2.13 Billion 25.08%

% of portfolio

0.96%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$53.68 - $59.24 $326,911 - $360,771	6,090 Added 15.65%	44,992 $2.66 Billion
Q2 2024 Jul 18, 2024	BUY	$53.05 - $55.95 $424 - $447	8 Added 0.02%	38,902 $2.13 Billion
Q1 2024 Jul 18, 2024	BUY	$50.05 - $56.17 $1.95 Million - $2.18 Million	38,894 New	38,894 $2.18 Billion
Q4 2023 Jul 22, 2024	BUY	$43.44 - $52.04 $45,438 - $54,433	1,046 Added 1.62%	65,478 $3.41 Billion
Q3 2023 Jul 22, 2024	BUY	$45.58 - $49.58 $1.16 Million - $1.27 Million	25,530 Added 65.63%	64,432 $2.96 Billion
Q2 2022 Sep 06, 2024	SELL	$40.42 - $49.12 $1.08 Million - $1.31 Million	-26,722 Closed	0 $0
Q1 2022 Sep 06, 2024	SELL	$46.62 - $52.79 $567,831 - $642,982	-12,180 Reduced 31.31%	26,722 $1.31 Billion

Others Institutions Holding RDVY

# of Institutions

629

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

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. First Trust Rising Dividend Ac Transaction History