Independent Wealth Network Inc. First Trust Rising Dividend Ac Transaction History

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,713 shares of RDVY stock, worth $331,525. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,713
Previous 5,451 4.81%
Holding current value
$331,525
Previous $322,000 4.66%
% of portfolio
0.14%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$58.65 - $64.37 $15,366 - $16,864
262 Added 4.81%
5,713 $337,000
Q3 2024

Oct 15, 2024
SELL
$53.68 - $59.24 $268 - $296
-5 Reduced 0.09%
5,451 $322,000
Q2 2024

Jul 18, 2024
BUY
$53.05 - $55.95 $8,594 - $9,063
162 Added 3.06%
5,456 $298,000
Q1 2024

May 20, 2024
BUY
$50.05 - $56.17 $264,964 - $297,363
5,294 New
5,294 $297,000
Q4 2023

Jan 12, 2024
SELL
$43.44 - $52.04 $16,116 - $19,306
-371 Reduced 7.45%
4,606 $237,000
Q3 2023

Oct 11, 2023
BUY
$45.58 - $49.58 $4,466 - $4,858
98 Added 2.01%
4,977 $228,000
Q2 2023

Jul 12, 2023
BUY
$42.83 - $47.25 $6,681 - $7,371
156 Added 3.3%
4,879 $229,000
Q1 2023

Apr 18, 2023
SELL
$42.66 - $48.92 $938 - $1,076
-22 Reduced 0.46%
4,723 $211,000
Q4 2022

Jan 25, 2023
SELL
$39.34 - $47.06 $20,417 - $24,424
-519 Reduced 9.86%
4,745 $0
Q3 2022

Oct 17, 2022
BUY
$38.88 - $46.42 $204,664 - $244,354
5,264 New
5,264 $205,000

Others Institutions Holding RDVY

# of Institutions
690
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
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More about RDVY
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