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

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 6,324 shares of RDVY stock, worth $360,594. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,324
Previous 6,591 4.05%
Holding current value
$360,594
Previous $390,000 4.1%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Feb 04, 2025
SELL
$58.65 - $64.37 $15,659 - $17,186
-267 Reduced 4.05%
6,324 $374,000
Q3 2024

Oct 30, 2024
BUY
$53.68 - $59.24 $353,804 - $390,450
6,591 New
6,591 $390,000

Others Institutions Holding RDVY

# of Institutions
692
Shares Held
174M
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
  • Industry ETFs
More about RDVY
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