Kingswood Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,387 shares of RDVY stock, worth $293,268. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,387
Previous 5,381 0.11%
Holding current value
$293,268
Previous $278 Million 8.83%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$50.05 - $56.17 $300 - $337
6 Added 0.11%
5,387 $303 Million
Q4 2023

Jan 16, 2024
BUY
$43.44 - $52.04 $29,626 - $35,491
682 Added 14.51%
5,381 $278 Million
Q3 2023

Oct 23, 2023
BUY
$45.58 - $49.58 $214,180 - $232,976
4,699 New
4,699 $216 Million

Others Institutions Holding RDVY

# of Institutions
545
Shares Held
138M
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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