Epg Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Epg Wealth Management LLC

  • $0
  • Q2 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$53.05 - $55.95 $2.17 Million - $2.29 Million
-40,889 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$50.05 - $56.17 $179,579 - $201,537
3,588 Added 9.62%
40,889 $2.3 Million
Q4 2023

Feb 14, 2024
SELL
$43.44 - $52.04 $128,191 - $153,570
-2,951 Reduced 7.33%
37,301 $1.93 Million
Q3 2023

Nov 13, 2023
BUY
$45.58 - $49.58 $71,013 - $77,245
1,558 Added 4.03%
40,252 $1.85 Million
Q2 2023

Aug 15, 2023
SELL
$42.83 - $47.25 $13,491 - $14,883
-315 Reduced 0.81%
38,694 $1.82 Million
Q1 2023

May 15, 2023
BUY
$42.66 - $48.92 $44,409 - $50,925
1,041 Added 2.74%
39,009 $1.75 Million
Q4 2022

Feb 14, 2023
BUY
$39.34 - $47.06 $81,945 - $98,025
2,083 Added 5.8%
37,968 $1.67 Million
Q3 2022

Nov 15, 2022
SELL
$38.88 - $46.42 $72,239 - $86,248
-1,858 Reduced 4.92%
35,885 $1.4 Million
Q2 2022

Aug 15, 2022
BUY
$40.42 - $49.12 $28,981 - $35,219
717 Added 1.94%
37,743 $1.54 Million
Q1 2022

May 10, 2022
BUY
$46.62 - $52.79 $200,232 - $226,733
4,295 Added 13.12%
37,026 $1.81 Million
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $578,687 - $632,112
12,142 Added 58.97%
32,731 $1.7 Million
Q3 2021

Nov 15, 2021
BUY
$46.43 - $49.91 $89,052 - $95,727
1,918 Added 10.27%
20,589 $977,000
Q2 2021

Aug 09, 2021
BUY
$46.13 - $49.37 $264,786 - $283,383
5,740 Added 44.39%
18,671 $897,000
Q1 2021

May 10, 2021
BUY
$39.09 - $45.86 $71,417 - $83,786
1,827 Added 16.45%
12,931 $588,000
Q4 2020

Jan 29, 2021
SELL
$31.97 - $39.94 $98,947 - $123,614
-3,095 Reduced 21.8%
11,104 $443,000
Q3 2020

Nov 02, 2020
SELL
$30.37 - $34.47 $158,379 - $179,761
-5,215 Reduced 26.86%
14,199 $465,000
Q2 2020

Aug 06, 2020
SELL
$23.99 - $33.86 $21,998 - $31,049
-917 Reduced 4.51%
19,414 $599,000
Q1 2020

May 05, 2020
BUY
$21.81 - $36.72 $443,419 - $746,554
20,331 New
20,331 $521,000

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email