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

Iams Wealth Management, LLC

$218 Billion
Q2 2025

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 46,284 shares of RDVY stock, worth $3.07 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

46,284

Previous 25,815 79.29%

Holding current value

$3.07 Million

Previous $1.51 Billion 92.15%

% of portfolio

1.33%

Previous 0.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$51.6 - $62.74 $1.06 Million - $1.28 Million	20,469 Added 79.29%	46,284 $2.9 Billion
Q1 2025 Apr 10, 2025	BUY	$57.22 - $63.39 $1.26 Million - $1.39 Million	21,953 Added 568.44%	25,815 $1.51 Billion
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

712

Shares Held

190M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

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