Apollon Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Apollon Wealth Management, LLC

  • $3.22 Billion
  • Q2 2024

A detailed history of Apollon Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 18,431 shares of RDVY stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,431
Previous 20,041 8.03%
Holding current value
$1.08 Million
Previous $1.13 Million 10.31%
% of portfolio
0.03%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$53.05 - $55.95 $85,410 - $90,079
-1,610 Reduced 8.03%
18,431 $1.01 Million
Q1 2024

May 02, 2024
BUY
$50.05 - $56.17 $40,990 - $46,003
819 Added 4.26%
20,041 $1.13 Million
Q4 2023

Feb 06, 2024
SELL
$43.44 - $52.04 $84,230 - $100,905
-1,939 Reduced 9.16%
19,222 $993,000
Q3 2023

Nov 14, 2023
SELL
$45.58 - $49.58 $1.77 Million - $1.92 Million
-38,754 Reduced 64.68%
21,161 $972,000
Q2 2023

Aug 04, 2023
BUY
$42.83 - $47.25 $2.26 Million - $2.49 Million
52,760 Added 737.39%
59,915 $2.82 Million
Q1 2023

May 15, 2023
SELL
$42.66 - $48.92 $938 - $1,076
-22 Reduced 0.31%
7,155 $321,000
Q4 2022

Feb 15, 2023
SELL
$39.34 - $47.06 $196,345 - $234,876
-4,991 Reduced 41.02%
7,177 $315,000
Q3 2022

Nov 08, 2022
SELL
$38.88 - $46.42 $263,139 - $314,170
-6,768 Reduced 35.74%
12,168 $473,000
Q2 2022

Aug 11, 2022
SELL
$40.42 - $49.12 $9,296 - $11,297
-230 Reduced 1.2%
18,936 $775,000
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $497,109 - $562,899
10,663 Added 125.4%
19,166 $939,000
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $405,252 - $442,666
8,503 New
8,503 $440,000

Others Institutions Holding RDVY

# of Institutions
564
Shares Held
140M
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
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, 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 Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email