A detailed history of Bison Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bison Wealth, LLC holds 5,372 shares of RDVY stock, worth $336,985. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,372
Previous 11,408 52.91%
Holding current value
$336,985
Previous $624,000 49.04%
% of portfolio
0.06%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$53.68 - $59.24 $324,012 - $357,572
-6,036 Reduced 52.91%
5,372 $318,000
Q1 2024

May 10, 2024

SELL
$50.05 - $56.17 $49,149 - $55,158
-982 Reduced 7.93%
11,408 $640,000
Q4 2023

Jan 30, 2024

SELL
$43.44 - $52.04 $60,598 - $72,595
-1,395 Reduced 10.12%
12,390 $640,000
Q3 2023

Nov 13, 2023

SELL
$45.58 - $49.58 $6,928 - $7,536
-152 Reduced 1.09%
13,785 $633,000
Q2 2023

Aug 14, 2023

BUY
$42.83 - $47.25 $596,921 - $658,523
13,937 New
13,937 $656,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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