Blue Bell Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Blue Bell Private Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,041 shares of RDVY stock, worth $120,908. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,041
Previous 2,041 -0.0%
Holding current value
$120,908
Previous $114,000 2.63%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
BUY
$43.44 - $52.04 $1,781 - $2,133
41 Added 2.05%
2,041 $105,000
Q2 2023

Aug 08, 2023
BUY
$42.83 - $47.25 $85,660 - $94,500
2,000 New
2,000 $94,000

Others Institutions Holding RDVY

# of Institutions
564
Shares Held
140M
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
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email