Ep Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,633 shares of RDVY stock, worth $108,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,633
Holding current value
$108,725
% of portfolio
0.0%

Shares

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

Aug 14, 2025
BUY
$51.6 - $62.74 $84,262 - $102,454
1,633 New
1,633 $102,000
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $154,484 - $169,550
2,634 New
2,634 $155,000

Others Institutions Holding RDVY

# of Institutions
725
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
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