Milestones Private Investment Advisors LLC First Trust Rising Dividend Ac Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 21,427 shares of RDVY stock, worth $1.43 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
21,427
Previous 20,657 3.73%
Holding current value
$1.43 Million
Previous $1.3 Billion 11.2%
% of portfolio
0.98%
Previous 0.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$62.38 - $67.29 $48,032 - $51,813
770 Added 3.73%
21,427 $1.44 Billion
Q2 2025

Sep 11, 2025
BUY
$51.6 - $62.74 $1.07 Million - $1.3 Million
20,657 New
20,657 $1.3 Billion

Others Institutions Holding RDVY

# of Institutions
719
Shares Held
190M
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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