A detailed history of Atlas Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Wealth LLC holds 27,328 shares of RDVY stock, worth $1.71 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
27,328
Previous 20,808 31.33%
Holding current value
$1.71 Million
Previous $1.23 Billion 99.87%
% of portfolio
0.91%
Previous 0.53%

Shares

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

Feb 11, 2025

BUY
$58.65 - $64.37 $382,398 - $419,692
6,520 Added 31.33%
27,328 $1.62 Million
Q3 2024

Nov 14, 2024

BUY
$53.68 - $59.24 $825,383 - $910,874
15,376 Added 283.06%
20,808 $1.23 Billion
Q2 2024

Jul 31, 2024

BUY
$53.05 - $55.95 $32,784 - $34,577
618 Added 12.84%
5,432 $298 Million
Q1 2024

May 10, 2024

BUY
$50.05 - $56.17 $240,940 - $270,402
4,814 New
4,814 $270 Million
Q4 2022

Feb 14, 2023

BUY
$39.34 - $47.06 $217,746 - $260,477
5,535 New
5,535 $243 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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