Patriot Financial Group Insurance Agency, LLC First Trust Rising Dividend Ac Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 6,844 shares of RDVY stock, worth $410,160. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,844
Previous 6,725 1.77%
Holding current value
$410,160
Previous $368,000 10.05%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 24, 2024
BUY
$53.68 - $59.24 $6,387 - $7,049
119 Added 1.77%
6,844 $405,000
Q2 2024

Jul 26, 2024
BUY
$53.05 - $55.95 $26,100 - $27,527
492 Added 7.89%
6,725 $368,000
Q1 2024

Apr 30, 2024
BUY
$50.05 - $56.17 $49,249 - $55,271
984 Added 18.75%
6,233 $350,000
Q4 2023

Jan 19, 2024
BUY
$43.44 - $52.04 $228,016 - $273,157
5,249 New
5,249 $271,000
Q4 2022

Jan 17, 2023
BUY
$39.34 - $47.06 $291,076 - $348,196
7,399 New
7,399 $0
Q2 2022

Jul 29, 2022
BUY
$40.42 - $49.12 $137,428 - $167,008
3,400 New
3,400 $139,000
Q3 2021

Nov 24, 2021
SELL
$46.43 - $49.91 $0 - $0
0 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$46.13 - $49.37 $0 - $0
0 New
0 $0
Q3 2017

Oct 26, 2017
SELL
$27.62 - $27.85 $6,628 - $6,684
-240 Closed
0 $0
Q2 2017

Aug 08, 2017
BUY
N/A
240
240 $7,000

Others Institutions Holding RDVY

# of Institutions
609
Shares Held
154M
Call Options Held
100
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
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email