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

Blue Bell Private Wealth Management, LLC

  • $500 Million
  • Q4 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 2,130 shares of RDVY stock, worth $133,934. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,130
Previous 2,116 0.66%
Holding current value
$133,934
Previous $125,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$58.65 - $64.37 $821 - $901
14 Added 0.66%
2,130 $125,000
Q3 2024

Oct 28, 2024
BUY
$53.68 - $59.24 $4,026 - $4,443
75 Added 3.67%
2,116 $125,000
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
642
Shares Held
161M
Call Options Held
100
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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