Confluence Wealth Services, Inc. First Trust Rising Dividend Ac Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 12,765 shares of RDVY stock, worth $741,008. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,765
Previous 13,621 6.28%
Holding current value
$741,008
Previous $806,000 6.45%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 27, 2025
SELL
$58.65 - $64.37 $50,204 - $55,100
-856 Reduced 6.28%
12,765 $754,000
Q3 2024

Oct 29, 2024
SELL
$53.68 - $59.24 $124,967 - $137,910
-2,328 Reduced 14.6%
13,621 $806,000
Q2 2024

Jul 31, 2024
BUY
$53.05 - $55.95 $461,057 - $486,261
8,691 Added 119.74%
15,949 $873,000
Q1 2024

Apr 22, 2024
BUY
$50.05 - $56.17 $363,262 - $407,681
7,258 New
7,258 $407,000

Others Institutions Holding RDVY

# of Institutions
688
Shares Held
170M
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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