Panoramic Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 16,566 shares of RDVY stock, worth $1.03 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
16,566
Previous 16,966 2.36%
Holding current value
$1.03 Million
Previous $953 Million 2.93%
% of portfolio
0.68%
Previous 0.7%

Shares

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

Oct 31, 2024
SELL
$53.68 - $59.24 $21,472 - $23,696
-400 Reduced 2.36%
16,566 $981 Million
Q1 2024

Apr 18, 2024
SELL
$50.05 - $56.17 $10,010 - $11,234
-200 Reduced 1.17%
16,966 $953 Million
Q3 2023

Nov 15, 2023
SELL
$45.58 - $49.58 $54,696 - $59,496
-1,200 Reduced 6.53%
17,166 $789 Million
Q4 2022

Mar 01, 2023
BUY
$39.34 - $47.06 $722,518 - $864,303
18,366 New
18,366 $807 Million

Others Institutions Holding RDVY

# of Institutions
615
Shares Held
148M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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