Carolinas Wealth Consulting LLC First Trust Rising Dividend Ac Transaction History

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 2024

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 309 shares of RDVY stock, worth $19,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
309
Previous 308 0.32%
Holding current value
$19,383
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
587
Shares Held
149M
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
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