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

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 6,449 shares of RDVY stock, worth $392,808. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,449

Previous 5,713 12.88%

Holding current value

$392,808

Previous $337,000 11.87%

% of portfolio

0.16%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$57.22 - $63.39 $42,113 - $46,655	736 Added 12.88%	6,449 $377,000
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

697

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

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