Clearstead Advisors, LLC First Trust Rising Dividend Ac Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,957 shares of RDVY stock, worth $551,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,957
Previous 9,013 0.62%
Holding current value
$551,572
Previous $533,000 0.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
SELL
$58.65 - $64.37 $3,284 - $3,604
-56 Reduced 0.62%
8,957 $529,000
Q3 2024

Nov 13, 2024
BUY
$53.68 - $59.24 $3,006 - $3,317
56 Added 0.63%
9,013 $533,000
Q2 2024

Aug 09, 2024
BUY
$53.05 - $55.95 $342,384 - $361,101
6,454 Added 257.85%
8,957 $490,000
Q3 2021

Nov 12, 2021
BUY
$46.43 - $49.91 $96,481 - $103,712
2,078 Added 488.94%
2,503 $119,000
Q2 2020

Aug 11, 2020
BUY
$23.99 - $33.86 $10,195 - $14,390
425 New
425 $13,000

Others Institutions Holding RDVY

# of Institutions
659
Shares Held
163M
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email