Goldstone Financial Group, LLC First Trust Rising Dividend Ac Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 52,007 shares of RDVY stock, worth $3.23 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

52,007

Previous 48,137 8.04%

Holding current value

$3.23 Million

Previous $2.85 Billion 7.91%

% of portfolio

0.48%

Previous 0.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.65 - $64.37 $226,975 - $249,111	3,870 Added 8.04%	52,007 $3.08 Billion
Q3 2024 Oct 28, 2024	BUY	$53.68 - $59.24 $2.58 Million - $2.85 Million	48,137 New	48,137 $2.85 Billion
Q2 2024 Jan 15, 2025	SELL	$53.05 - $55.95 $438,299 - $462,258	-8,262 Reduced 15.89%	43,745 $2.4 Billion
Q1 2024 Jan 15, 2025	BUY	$50.05 - $56.17 $12,062 - $13,536	241 Added 0.61%	39,766 $2.23 Billion
Q4 2023 Jan 15, 2025	SELL	$43.44 - $52.04 $542,218 - $649,563	-12,482 Reduced 24.0%	39,525 $2.04 Billion

Others Institutions Holding RDVY

# of Institutions

615

Shares Held

148M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Goldstone Financial Group, LLC First Trust Rising Dividend Ac Transaction History