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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modern Wealth Management, LLC holds 51,285 shares of RDVY stock, worth $3.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
51,285
Previous 49,950 2.67%
Holding current value
$3.09 Million
Previous $3.11 Billion 3.59%
% of portfolio
0.1%
Previous 0.11%

Shares

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

May 15, 2025
BUY
$57.22 - $63.39 $76,388 - $84,625
1,335 Added 2.67%
51,285 $3 Billion
Q4 2024

May 30, 2025
SELL
$58.65 - $64.37 $308,499 - $338,586
-5,260 Reduced 10.26%
46,025 $2.72 Million
Q4 2024

May 29, 2025
SELL
$58.65 - $64.37 $308,499 - $338,586
-5,260 Reduced 10.26%
46,025 $2.72 Million
Q4 2024

Feb 11, 2025
BUY
$58.65 - $64.37 $2.93 Million - $3.22 Million
49,950 New
49,950 $3.11 Billion

Others Institutions Holding RDVY

# of Institutions
696
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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