A detailed history of Beaumont Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 48,278 shares of RDVY stock, worth $2.8 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
48,278
Previous 48,894 1.26%
Holding current value
$2.8 Million
Previous $2.75 Million 3.75%
% of portfolio
0.24%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$53.05 - $55.95 $32,678 - $34,465
-616 Reduced 1.26%
48,278 $2.64 Million
Q1 2024

May 10, 2024

SELL
$50.05 - $56.17 $19,419 - $21,793
-388 Reduced 0.79%
48,894 $2.75 Million
Q4 2023

Jan 31, 2024

BUY
$43.44 - $52.04 $2.14 Million - $2.56 Million
49,282 New
49,282 $2.55 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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