Liberty Square Wealth Partners LLC First Trust Rising Dividend Ac Transaction History

Liberty Square Wealth Partners LLC

  • $262 Billion
  • Q1 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 318,985 shares of RDVY stock, worth $18.2 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
318,985
Previous 273,995 16.42%
Holding current value
$18.2 Million
Previous $17.2 Billion 8.8%
% of portfolio
7.12%
Previous 6.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$57.22 - $63.39 $2.57 Million - $2.85 Million
44,990 Added 16.42%
318,985 $18.7 Billion
Q4 2024

Feb 24, 2025
BUY
$58.65 - $64.37 $16.1 Million - $17.6 Million
273,995 New
273,995 $17.2 Billion

Others Institutions Holding RDVY

# of Institutions
697
Shares Held
174M
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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