Iams Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,862 shares of RDVY stock, worth $244,194. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,862

Previous 5,023 23.11%

Holding current value

$244,194

Previous $297 Million 23.2%

% of portfolio

0.1%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$58.65 - $64.37 $68,092 - $74,733	-1,161 Reduced 23.11%	3,862 $228 Million
Q3 2024 Oct 11, 2024	SELL	$53.68 - $59.24 $1.05 Million - $1.16 Million	-19,589 Reduced 79.59%	5,023 $297 Million
Q2 2024 Aug 05, 2024	SELL	$53.05 - $55.95 $213,579 - $225,254	-4,026 Reduced 14.06%	24,612 $1.35 Billion
Q1 2024 Apr 18, 2024	SELL	$50.05 - $56.17 $14,514 - $16,289	-290 Reduced 1.0%	28,638 $1.51 Billion
Q4 2023 Feb 07, 2024	SELL	$43.44 - $52.04 $48,826 - $58,492	-1,124 Reduced 3.74%	28,928 $1.49 Billion
Q3 2023 Nov 14, 2023	BUY	$45.58 - $49.58 $1.37 Million - $1.49 Million	30,052 New	30,052 $1.38 Billion
Q1 2023 Oct 30, 2023	BUY	$42.66 - $48.92 $217,096 - $248,953	5,089 Added 21.57%	28,687 $1.27 Billion
Q4 2022 Oct 27, 2023	BUY	$39.34 - $47.06 $928,345 - $1.11 Million	23,598 New	23,598 $1.04 Billion

Others Institutions Holding RDVY

# of Institutions

630

Shares Held

149M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Iams Wealth Management, LLC First Trust Rising Dividend Ac Transaction History