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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

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 4,748 shares of RDVY stock, worth $289,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,748
Previous 2,498 90.07%
Holding current value
$289,200
Previous $147,000 88.44%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$57.22 - $63.39 $128,745 - $142,627
2,250 Added 90.07%
4,748 $277,000
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
697
Shares Held
181M
Call Options Held
0
Put Options Held
567
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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