Paul Damon & Associates, Inc. First Trust Rising Dividend Ac Transaction History

Paul Damon & Associates, Inc.

$143 Billion
Q1 2024

A detailed history of Paul Damon & Associates, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 22,350 shares of RDVY stock, worth $1.23 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

22,350

Previous 23,596 5.28%

Holding current value

$1.23 Million

Previous $1.22 Billion 2.97%

% of portfolio

0.87%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$50.05 - $56.17 $62,362 - $69,987	-1,246 Reduced 5.28%	22,350 $1.26 Billion
Q4 2023 Jan 31, 2024	SELL	$43.44 - $52.04 $129,277 - $154,871	-2,976 Reduced 11.2%	23,596 $1.22 Billion
Q3 2023 Oct 25, 2023	SELL	$45.58 - $49.58 $187,060 - $203,476	-4,104 Reduced 13.38%	26,572 $1.22 Billion
Q2 2023 Jul 24, 2023	SELL	$42.83 - $47.25 $2,526 - $2,787	-59 Reduced 0.19%	30,676 $1.44 Billion
Q1 2023 May 15, 2023	SELL	$42.66 - $48.92 $317,091 - $363,622	-7,433 Reduced 19.47%	30,735 $1.38 Billion

Q4 2022 Feb 07, 2023	BUY	$42.84 - $47.06 $1.64 Million - $1.8 Million	38,168 New	38,168 $1.68 Billion

Others Institutions Holding RDVY

# of Institutions

544

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Paul Damon & Associates, Inc. First Trust Rising Dividend Ac Transaction History