A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 85,664 shares of RDVY stock, worth $5.08 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
85,664
Previous 88,361 3.05%
Holding current value
$5.08 Million
Previous $4.84 Billion 4.84%
% of portfolio
2.57%
Previous 2.5%

Shares

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

Oct 09, 2024

SELL
$53.68 - $59.24 $144,774 - $159,770
-2,697 Reduced 3.05%
85,664 $5.07 Billion
Q2 2024

Jul 16, 2024

BUY
$53.05 - $55.95 $62,599 - $66,021
1,180 Added 1.35%
88,361 $4.84 Billion
Q1 2024

Apr 30, 2024

SELL
$50.05 - $56.17 $58,558 - $65,718
-1,170 Reduced 1.32%
87,181 $4.9 Billion
Q4 2023

Feb 12, 2024

BUY
$43.44 - $52.04 $3.84 Million - $4.6 Million
88,351 New
88,351 $4.57 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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