A detailed history of Alliance Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 54,680 shares of RDVY stock, worth $3.43 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
54,680
Previous 52,867 3.43%
Holding current value
$3.43 Million
Previous $2.89 Million 11.85%
% of portfolio
1.8%
Previous 1.81%

Shares

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

Oct 16, 2024

BUY
$53.68 - $59.24 $97,321 - $107,402
1,813 Added 3.43%
54,680 $3.24 Million
Q2 2024

Jul 17, 2024

BUY
$53.05 - $55.95 $14,164 - $14,938
267 Added 0.51%
52,867 $2.89 Million
Q1 2024

Apr 16, 2024

BUY
$50.05 - $56.17 $164,614 - $184,743
3,289 Added 6.67%
52,600 $2.95 Million
Q4 2023

Jan 10, 2024

BUY
$43.44 - $52.04 $140,224 - $167,985
3,228 Added 7.0%
49,311 $2.55 Million
Q3 2023

Oct 11, 2023

BUY
$45.58 - $49.58 $105,426 - $114,678
2,313 Added 5.28%
46,083 $2.12 Million
Q2 2023

Jul 24, 2023

BUY
$42.83 - $47.25 $20,986 - $23,152
490 Added 1.13%
43,770 $2.06 Million
Q1 2023

Apr 06, 2023

BUY
$42.66 - $48.92 $37,114 - $42,560
870 Added 2.05%
43,280 $1.94 Million
Q4 2022

Jan 23, 2023

BUY
$39.34 - $47.06 $43,470 - $52,001
1,105 Added 2.68%
42,410 $0
Q3 2022

Oct 11, 2022

BUY
$38.88 - $46.42 $67,728 - $80,863
1,742 Added 4.4%
41,305 $1.61 Million
Q2 2022

Jul 20, 2022

BUY
$40.42 - $49.12 $72,715 - $88,366
1,799 Added 4.76%
39,563 $1.62 Million
Q1 2022

Apr 12, 2022

BUY
$46.62 - $52.79 $1.76 Million - $1.99 Million
37,764 New
37,764 $1.85 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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

Track Alliance Wealth Advisors, LLC Portfolio

Follow Alliance Wealth Advisors, 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 Alliance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC with notifications on news.