A detailed history of Five Pine Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Five Pine Wealth Management holds 83,056 shares of RDVY stock, worth $5.06 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
83,056
Previous 83,291 0.28%
Holding current value
$5.06 Million
Previous $4.93 Billion 1.29%
% of portfolio
3.96%
Previous 4.15%

Shares

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

Apr 21, 2025

SELL
$57.22 - $63.39 $13,446 - $14,896
-235 Reduced 0.28%
83,056 $4.86 Billion
Q4 2024

Jan 23, 2025

BUY
$58.65 - $64.37 $4.89 Million - $5.36 Million
83,291 New
83,291 $4.93 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Five Pine Wealth Management Portfolio

Follow Five Pine Wealth Management 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 Five Pine Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Five Pine Wealth Management with notifications on news.