Kowal Investment Group, LLC First Trust Rising Dividend Ac Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kowal Investment Group, LLC holds 6,996 shares of RDVY stock, worth $438,299. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,996
Previous 6,973 0.33%
Holding current value
$438,299
Previous $381,000 8.66%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$53.68 - $59.24 $1,234 - $1,362
23 Added 0.33%
6,996 $414,000
Q2 2024

Aug 13, 2024
SELL
$53.05 - $55.95 $10,397 - $10,966
-196 Reduced 2.73%
6,973 $381,000
Q1 2024

Apr 18, 2024
BUY
$50.05 - $56.17 $650 - $730
13 Added 0.18%
7,169 $402,000
Q4 2023

Jan 22, 2024
BUY
$43.44 - $52.04 $17,332 - $20,763
399 Added 5.9%
7,156 $369,000
Q3 2023

Oct 25, 2023
SELL
$45.58 - $49.58 $2,689 - $2,925
-59 Reduced 0.87%
6,757 $310,000
Q2 2023

Jul 18, 2023
BUY
$42.83 - $47.25 $556 - $614
13 Added 0.19%
6,816 $321,000
Q1 2023

Apr 21, 2023
SELL
$42.66 - $48.92 $21,457 - $24,606
-503 Reduced 6.88%
6,803 $305,000
Q4 2022

Jan 25, 2023
SELL
$39.34 - $47.06 $62,157 - $74,354
-1,580 Reduced 17.78%
7,306 $0
Q3 2022

Nov 09, 2022
BUY
$38.88 - $46.42 $56,764 - $67,773
1,460 Added 19.66%
8,886 $345,000
Q2 2022

Aug 15, 2022
BUY
$40.42 - $49.12 $300,158 - $364,765
7,426 New
7,426 $304,000

Others Institutions Holding RDVY

# of Institutions
617
Shares Held
148M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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