Guardian Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 482,511 shares of RDVY stock, worth $30.3 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

482,511

Previous 464,850 3.8%

Holding current value

$30.3 Million

Previous $25.5 Million 12.26%

% of portfolio

3.41%

Previous 3.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $948,042 - $1.05 Million	17,661 Added 3.8%	482,511 $28.6 Million
Q2 2024 Aug 14, 2024	BUY	$53.05 - $55.95 $2.57 Million - $2.71 Million	48,512 Added 11.65%	464,850 $25.5 Million
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $2.03 Million - $2.28 Million	40,536 Added 10.79%	416,338 $23.4 Million
Q4 2023 Feb 14, 2024	SELL	$43.44 - $52.04 $77,714 - $93,099	-1,789 Reduced 0.47%	375,802 $19.4 Million
Q3 2023 Nov 14, 2023	SELL	$45.58 - $49.58 $1.58 Million - $1.72 Million	-34,600 Reduced 8.39%	377,591 $17.4 Million
Q2 2023 Aug 14, 2023	BUY	$42.83 - $47.25 $75,680 - $83,490	1,767 Added 0.43%	412,191 $19.4 Million
Q1 2023 May 15, 2023	BUY	$42.66 - $48.92 $2.24 Million - $2.56 Million	52,432 Added 14.65%	410,424 $18.4 Million
Q4 2022 Feb 14, 2023	SELL	$39.34 - $47.06 $126,281 - $151,062	-3,210 Reduced 0.89%	357,992 $15.7 Million
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $599,101 - $715,285	15,409 Added 4.46%	361,202 $14 Million
Q2 2022 Aug 15, 2022	BUY	$40.42 - $49.12 $13.4 Million - $16.3 Million	331,478 Added 2315.6%	345,793 $14.2 Million
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $660,885 - $748,351	14,176 Added 10198.56%	14,315 $701,000
Q4 2021 May 16, 2022	BUY	$47.66 - $52.06 $6,624 - $7,236	139 New	139 $7,000

Others Institutions Holding RDVY

# of Institutions

638

Shares Held

151M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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