Morey & Quinn Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 19,882 shares of RDVY stock, worth $1.27 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
19,882
Previous 21,885 9.15%
Holding current value
$1.27 Million
Previous $1.28 Billion 2.63%
% of portfolio
1.0%
Previous 1.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$51.6 - $62.74 $103,354 - $125,668
-2,003 Reduced 9.15%
19,882 $1.25 Billion
Q1 2025

Apr 16, 2025
BUY
$57.22 - $63.39 $11,901 - $13,185
208 Added 0.96%
21,885 $1.28 Billion
Q4 2024

Feb 11, 2025
BUY
$58.65 - $64.37 $1.27 Million - $1.4 Million
21,677 New
21,677 $1.28 Billion

Others Institutions Holding RDVY

# of Institutions
708
Shares Held
182M
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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