Marshall Investment Management, LLC First Trust Rising Dividend Ac Transaction History

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025

A detailed history of Marshall Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Marshall Investment Management, LLC holds 135,196 shares of RDVY stock, worth $8.86 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares
135,196
Previous 114,021 18.57%
Holding current value
$8.86 Million
Previous $6.75 Billion 17.23%
% of portfolio
4.92%
Previous 3.98%

Shares

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

May 07, 2025
BUY
$57.22 - $63.39 $1.21 Million - $1.34 Million
21,175 Added 18.57%
135,196 $7.91 Billion
Q4 2024

Feb 03, 2025
BUY
$58.65 - $64.37 $6.69 Million - $7.34 Million
114,021 New
114,021 $6.75 Billion

Others Institutions Holding RDVY

# of Institutions
705
Shares Held
185M
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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