Atlas Wealth LLC First Trust Rising Dividend Ac Transaction History

Atlas Wealth LLC

$205 Billion
Q1 2024

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 4,814 shares of RDVY stock, worth $262,411. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,814

Holding current value

$262,411

% of portfolio

0.13%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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	$42.84 - $47.06 $237,119 - $260,477	5,535 New	5,535 $243 Million

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

18.7M
Shares

$1.02 Billion
0.58% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$768 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.55M
Shares

$466 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

5.79M
Shares

$316 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

4.64M
Shares

$253 Million
0.02% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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