Mount Yale Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 61,198 shares of RDVY stock, worth $3.71 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

61,198

Previous 57,114 7.15%

Holding current value

$3.71 Million

Previous $3.38 Million 7.04%

% of portfolio

0.3%

Previous 0.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $239,526 - $262,887	4,084 Added 7.15%	61,198 $3.62 Million
Q3 2024 Oct 23, 2024	BUY	$53.68 - $59.24 $170,756 - $188,442	3,181 Added 5.9%	57,114 $3.38 Million
Q2 2024 Aug 13, 2024	SELL	$53.05 - $55.95 $18,514 - $19,526	-349 Reduced 0.64%	53,933 $2.95 Million
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $1.05 Million - $1.18 Million	20,968 Added 62.94%	54,282 $3.05 Million
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $1.45 Million - $1.73 Million	33,314 New	33,314 $1.72 Million

Others Institutions Holding RDVY

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Mount Yale Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History