Beaumont Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

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 47,049 shares of RDVY stock, worth $2.95 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

47,049

Previous 47,588 1.13%

Holding current value

$2.95 Million

Previous $2.82 Million 1.24%

% of portfolio

0.24%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$58.65 - $64.37 $31,612 - $34,695	-539 Reduced 1.13%	47,049 $2.78 Million
Q3 2024 Oct 09, 2024	SELL	$53.68 - $59.24 $37,039 - $40,875	-690 Reduced 1.43%	47,588 $2.82 Million
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

# of Institutions

675

Shares Held

169M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Beaumont Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History