Le Clair Wealth Partners LLC First Trust Rising Dividend Ac Transaction History

Le Clair Wealth Partners LLC

  • $160 Billion
  • Q3 2025

A detailed history of Le Clair Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 103,630 shares of RDVY stock, worth $6.94 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares
103,630
Previous 96,717 7.15%
Holding current value
$6.94 Million
Previous $6.07 Billion 14.87%
% of portfolio
4.34%
Previous 4.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$62.38 - $67.29 $431,232 - $465,175
6,913 Added 7.15%
103,630 $6.97 Billion
Q2 2025

Aug 06, 2025
SELL
$51.6 - $62.74 $586,279 - $712,851
-11,362 Reduced 10.51%
96,717 $6.07 Billion
Q1 2025

May 14, 2025
SELL
$57.22 - $63.39 $3.28 Million - $3.64 Million
-57,366 Reduced 34.67%
108,079 $6.33 Billion
Q4 2024

Feb 14, 2025
BUY
$58.65 - $64.37 $9.7 Million - $10.6 Million
165,445 New
165,445 $9.78 Billion

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
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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