Goldstein Advisors, LLC First Trust Rising Dividend Ac Transaction History

Goldstein Advisors, LLC

$586 Billion
Q1 2024

A detailed history of Goldstein Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goldstein Advisors, LLC holds 6,050 shares of RDVY stock, worth $334,262. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,050

Previous 455,661 98.67%

Holding current value

$334,262

Previous $20.9 Billion 98.38%

% of portfolio

0.06%

Previous 4.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$50.05 - $56.17 $22.5 Million - $25.3 Million	-449,611 Reduced 98.67%	6,050 $340 Million
Q3 2023 Oct 18, 2023	BUY	$45.58 - $49.58 $1.12 Million - $1.22 Million	24,648 Added 5.72%	455,661 $20.9 Billion
Q2 2023 Jul 21, 2023	BUY	$42.83 - $47.25 $1.78 Million - $1.97 Million	41,650 Added 10.7%	431,013 $20.3 Billion
Q1 2023 May 09, 2023	BUY	$42.66 - $48.92 $4.84 Million - $5.55 Million	113,496 Added 41.14%	389,363 $17.5 Billion
Q4 2022 Feb 03, 2023	BUY	$42.84 - $47.06 $11.8 Million - $13 Million	275,867 New	275,867 $12.1 Billion

Others Institutions Holding RDVY

# of Institutions

541

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Goldstein Advisors, LLC First Trust Rising Dividend Ac Transaction History