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

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

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 12,485 shares of RDVY stock, worth $831,251. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,485
Previous 11,961 4.38%
Holding current value
$831,251
Previous $700,000 11.86%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$51.6 - $62.74 $27,038 - $32,875
524 Added 4.38%
12,485 $783,000
Q1 2025

Apr 24, 2025
SELL
$57.22 - $63.39 $46,004 - $50,965
-804 Reduced 6.3%
11,961 $700,000
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
719
Shares Held
190M
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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email