A detailed history of Merkkuri Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 12,074 shares of RDVY stock, worth $723,594. This represents 0.56% of its overall portfolio holdings.

Number of Shares
12,074
Previous 12,380 2.47%
Holding current value
$723,594
Previous $678 Million 5.47%
% of portfolio
0.56%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$53.68 - $59.24 $16,426 - $18,127
-306 Reduced 2.47%
12,074 $715 Million
Q2 2024

Oct 23, 2024

BUY
$53.05 - $55.95 $656,759 - $692,661
12,380 New
12,380 $678 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.