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

Iams Wealth Management, LLC

$164 Billion
Q1 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 28,638 shares of RDVY stock, worth $1.56 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

28,638

Previous 28,928 1.0%

Holding current value

$1.56 Million

Previous $1.49 Billion 0.82%

% of portfolio

0.92%

Previous 0.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.84 - $47.06 $1.01 Million - $1.11 Million	23,598 New	23,598 $1.04 Billion

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

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