Iag Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,600 shares of RDVY stock, worth $95,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,600

Previous 1,800 11.11%

Holding current value

$95,552

Previous $98,000 4.08%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$53.68 - $59.24 $10,736 - $11,848	-200 Reduced 11.11%	1,600 $94,000
Q1 2024 Apr 24, 2024	BUY	$50.05 - $56.17 $10,010 - $11,234	200 Added 12.5%	1,800 $101,000
Q4 2023 Feb 02, 2024	SELL	$43.44 - $52.04 $4,778 - $5,724	-110 Reduced 6.43%	1,600 $82,000
Q2 2023 Aug 10, 2023	BUY	$42.83 - $47.25 $4,711 - $5,197	110 Added 6.88%	1,710 $80,000
Q3 2022 Oct 26, 2022	BUY	$38.88 - $46.42 $62,208 - $74,272	1,600 New	1,600 $62,000
Q4 2020 Feb 11, 2021	SELL	$31.97 - $39.94 $1,854 - $2,316	-58 Closed	0 $0
Q1 2020 Feb 11, 2021	SELL	$21.81 - $36.72 $4,362 - $7,344	-200 Reduced 77.52%	58 $2,000
Q4 2019 Feb 11, 2021	BUY	$30.59 - $36.03 $7,892 - $9,295	258 New	258 $10,000

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

154M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Iag Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History