Marshall & Sterling Wealth Advisors Inc. First Trust Rising Dividend Ac Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 649 shares of RDVY stock, worth $39,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares
649
Previous 647 0.31%
Holding current value
$39,530
Previous $38.2 Million 0.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2025
BUY
$57.22 - $63.39 $114 - $126
2 Added 0.31%
649 $38 Million
Q4 2024

Feb 14, 2025
BUY
$58.65 - $64.37 $37,946 - $41,647
647 New
647 $38.2 Million

Others Institutions Holding RDVY

# of Institutions
697
Shares Held
181M
Call Options Held
0
Put Options Held
567
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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