A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 4,226 shares of RDVY stock, worth $250,348. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,226
Previous 3,664 15.34%
Holding current value
$250,348
Previous $205,000 12.68%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$53.05 - $55.95 $29,814 - $31,443
562 Added 15.34%
4,226 $231,000
Q1 2024

May 03, 2024

BUY
$50.05 - $56.17 $4,704 - $5,279
94 Added 2.63%
3,664 $205,000
Q4 2023

Jan 23, 2024

SELL
$43.44 - $52.04 $21,415 - $25,655
-493 Reduced 12.13%
3,570 $184,000
Q3 2023

Oct 10, 2023

BUY
$45.58 - $49.58 $131,999 - $143,583
2,896 Added 248.16%
4,063 $186,000
Q1 2023

Apr 13, 2023

BUY
$42.66 - $48.92 $49,784 - $57,089
1,167 New
1,167 $52,000
Q3 2022

Oct 11, 2022

BUY
$38.88 - $46.42 $69,556 - $83,045
1,789 New
1,789 $69,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.