Bank Plus Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025

A detailed history of Bank Plus Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 22,839 shares of RDVY stock, worth $1.29 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
22,839
Previous 65,256 65.0%
Holding current value
$1.29 Million
Previous $3.86 Billion 65.35%
% of portfolio
0.98%
Previous 2.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$57.22 - $63.39 $2.43 Million - $2.69 Million
-42,417 Reduced 65.0%
22,839 $1.34 Billion
Q4 2024

Jan 22, 2025
BUY
$58.65 - $64.37 $3.83 Million - $4.2 Million
65,256 New
65,256 $3.86 Billion

Others Institutions Holding RDVY

# of Institutions
695
Shares Held
173M
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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