Pca Investment Advisory Services Inc. First Trust Rising Dividend Ac Transaction History

Pca Investment Advisory Services Inc.

$209 Million
Q3 2024

A detailed history of Pca Investment Advisory Services Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 43,267 shares of RDVY stock, worth $2.76 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

43,267

Previous 42,559 1.66%

Holding current value

$2.76 Million

Previous $2.33 Million 9.91%

% of portfolio

1.23%

Previous 1.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$53.68 - $59.24 $38,005 - $41,941	708 Added 1.66%	43,267 $2.56 Million
Q2 2024 Aug 13, 2024	SELL	$53.05 - $55.95 $199,414 - $210,316	-3,759 Reduced 8.12%	42,559 $2.33 Million
Q1 2024 May 07, 2024	BUY	$50.05 - $56.17 $11,311 - $12,694	226 Added 0.49%	46,318 $2.6 Million
Q4 2023 Feb 15, 2024	SELL	$43.44 - $52.04 $343,306 - $411,272	-7,903 Reduced 14.64%	46,092 $2.38 Million
Q3 2023 Nov 13, 2023	SELL	$45.58 - $49.58 $67,868 - $73,824	-1,489 Reduced 2.68%	53,995 $2.48 Billion
Q2 2023 Aug 16, 2023	SELL	$42.83 - $47.25 $27,967 - $30,854	-653 Reduced 1.16%	55,484 $2.61 Billion
Q1 2023 May 16, 2023	BUY	$42.66 - $48.92 $2.39 Million - $2.75 Million	56,137 New	56,137 $2.52 Billion

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Pca Investment Advisory Services Inc. First Trust Rising Dividend Ac Transaction History