A detailed history of Carolinas Wealth Consulting LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 311 shares of RDVY stock, worth $19,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares
311
Previous 309 0.65%
Holding current value
$19,617
Previous $16,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$53.68 - $59.24 $107 - $118
2 Added 0.65%
311 $18,000
Q2 2024

Aug 12, 2024

BUY
$53.05 - $55.95 $53 - $55
1 Added 0.32%
309 $16,000
Q1 2024

May 14, 2024

BUY
$50.05 - $56.17 $50 - $56
1 Added 0.33%
308 $17,000
Q4 2023

Feb 13, 2024

BUY
$43.44 - $52.04 $13,336 - $15,976
307 New
307 $15,000
Q3 2020

Nov 12, 2020

SELL
$30.37 - $34.47 $386,276 - $438,423
-12,719 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$23.99 - $33.86 $26,628 - $37,584
1,110 Added 9.56%
12,719 $392,000
Q1 2020

May 11, 2020

BUY
$21.81 - $36.72 $253,192 - $426,282
11,609 New
11,609 $298,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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