Legacy Investment Solutions, LLC First Trust Rising Dividend Ac Transaction History

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025

A detailed history of Legacy Investment Solutions, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 21,715 shares of RDVY stock, worth $1.45 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
21,715
Previous 16,314 33.11%
Holding current value
$1.45 Million
Previous $964,000 41.29%
% of portfolio
1.13%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$51.6 - $62.74 $278,691 - $338,858
5,401 Added 33.11%
21,715 $1.36 Million
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $655,061 - $718,948
11,169 Added 217.08%
16,314 $964,000
Q3 2024

Nov 14, 2024
BUY
$53.68 - $59.24 $276,183 - $304,789
5,145 New
5,145 $304,000

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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