Mbe Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,057 shares of RDVY stock, worth $251,899. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,057
Previous 3,894 4.19%
Holding current value
$251,899
Previous $230,000 3.91%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jan 22, 2025
BUY
$58.65 - $64.37 $9,559 - $10,492
163 Added 4.19%
4,057 $239,000
Q2 2024

Jul 19, 2024
BUY
$53.05 - $55.95 $206,576 - $217,869
3,894 New
3,894 $213,000
Q2 2020

Aug 14, 2020
SELL
$23.99 - $33.86 $1,199 - $1,693
-50 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$21.81 - $36.72 $1,090 - $1,836
50 New
50 $1,000

Others Institutions Holding RDVY

# of Institutions
642
Shares Held
161M
Call Options Held
100
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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