Ever Source Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,498 shares of RDVY stock, worth $156,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,498
Previous 3,145 20.57%
Holding current value
$156,699
Previous $172,000 14.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$53.68 - $59.24 $34,730 - $38,328
-647 Reduced 20.57%
2,498 $147,000
Q2 2024

Aug 13, 2024
BUY
$53.05 - $55.95 $34,323 - $36,199
647 Added 25.9%
3,145 $172,000
Q2 2023

Aug 04, 2023
BUY
$42.83 - $47.25 $106,989 - $118,030
2,498 New
2,498 $117,000

Others Institutions Holding RDVY

# of Institutions
590
Shares Held
151M
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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email