Fundamentun, LLC First Trust Rising Dividend Ac Transaction History

Fundamentun, LLC

$1.57 Billion
Q4 2024

A detailed history of Fundamentun, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Fundamentun, LLC holds 4,319 shares of RDVY stock, worth $270,239. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,319

Holding current value

$270,239

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$58.65 - $64.37 $253,309 - $278,014	4,319 New	4,319 $255,000

Others Institutions Holding RDVY

# of Institutions

629

Shares Held

149M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.27 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$967 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$543 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$440 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

5.42M
Shares

$339 Million
0.03% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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