Legacy Capital Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 192,074 shares of RDVY stock, worth $11.4 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
192,074
Previous 242,768 20.88%
Holding current value
$11.4 Million
Previous $14.4 Million 20.98%
% of portfolio
2.59%
Previous 2.51%

Shares

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

Jan 30, 2025
SELL
$58.65 - $64.37 $2.97 Million - $3.26 Million
-50,694 Reduced 20.88%
192,074 $11.4 Million
Q3 2024

Nov 04, 2024
BUY
$53.68 - $59.24 $2.59 Million - $2.86 Million
48,261 Added 24.81%
242,768 $14.4 Million
Q2 2024

Aug 01, 2024
BUY
$53.05 - $55.95 $10.3 Million - $10.9 Million
194,507 New
194,507 $10.6 Million
Q4 2023

Feb 05, 2024
SELL
$43.44 - $52.04 $886,914 - $1.06 Million
-20,417 Reduced 8.14%
230,279 $11.9 Million
Q3 2023

Oct 16, 2023
BUY
$45.58 - $49.58 $2.65 Million - $2.88 Million
58,087 Added 30.16%
250,696 $11.5 Million
Q2 2023

Jul 27, 2023
SELL
$42.83 - $47.25 $5.39 Million - $5.95 Million
-125,950 Reduced 39.54%
192,609 $9.07 Million
Q1 2023

May 10, 2023
SELL
$42.66 - $48.92 $568,871 - $652,348
-13,335 Reduced 4.02%
318,559 $14.3 Million
Q4 2022

Feb 09, 2023
BUY
$39.34 - $47.06 $184,858 - $221,134
4,699 Added 1.44%
331,894 $14.6 Million
Q3 2022

Nov 14, 2022
SELL
$38.88 - $46.42 $178,809 - $213,485
-4,599 Reduced 1.39%
327,195 $12.7 Million
Q2 2022

Aug 12, 2022
BUY
$40.42 - $49.12 $249,957 - $303,758
6,184 Added 1.9%
331,794 $13.6 Million
Q1 2022

May 16, 2022
SELL
$46.62 - $52.79 $1.12 Million - $1.27 Million
-24,095 Reduced 6.89%
325,610 $16 Million
Q4 2021

Feb 14, 2022
SELL
$47.66 - $52.06 $143 Million - $156 Million
-2,990,421 Reduced 89.53%
349,705 $18 Million
Q3 2021

Nov 15, 2021
BUY
$46.43 - $49.91 $142 Million - $153 Million
3,061,947 Added 1100.71%
3,340,126 $16.4 Million
Q2 2021

Aug 13, 2021
BUY
$46.13 - $49.37 $12.8 Million - $13.7 Million
278,179 New
278,179 $13.4 Million

Others Institutions Holding RDVY

# of Institutions
690
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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