Baker Tilly Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Baker Tilly Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$43.44 - $52.04 $133,360 - $159,762	3,070 Added 39.79%	10,785 $557,000
Q1 2023 Apr 12, 2023	BUY	$42.66 - $48.92 $29,861 - $34,244	700 Added 9.98%	7,715 $346,000
Q2 2022 Jul 28, 2022	BUY	$40.42 - $49.12 $4,042 - $4,912	100 Added 1.45%	7,015 $287,000
Q1 2022 Apr 27, 2022	BUY	$46.62 - $52.79 $322,377 - $365,042	6,915 New	6,915 $339,000

606

154M

100

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.