Avantra Family Wealth, Inc. First Trust Rising Dividend Ac Transaction History

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Avantra Family Wealth, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 3,655 shares of RDVY stock, worth $243,349. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,655
Previous 5,054 27.68%
Holding current value
$243,349
Previous $296 Million 22.5%
% of portfolio
0.19%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$51.6 - $62.74 $72,188 - $87,773
-1,399 Reduced 27.68%
3,655 $229 Million
Q1 2025

Apr 22, 2025
BUY
$57.22 - $63.39 $56,705 - $62,819
991 Added 24.39%
5,054 $296 Million
Q4 2024

Jan 24, 2025
BUY
$58.65 - $64.37 $238,294 - $261,535
4,063 New
4,063 $240 Million

Others Institutions Holding RDVY

# of Institutions
716
Shares Held
190M
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
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