Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Perissos Private Wealth Management, LLC

$110 Billion
Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 32,441 shares of RDVY stock, worth $1.85 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

32,441

Previous 30,627 5.92%

Holding current value

$1.85 Million

Previous $1.81 Billion 4.85%

% of portfolio

1.73%

Previous 1.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$57.22 - $63.39 $103,797 - $114,989	1,814 Added 5.92%	32,441 $1.9 Billion
Q4 2024 Jan 29, 2025	BUY	$58.65 - $64.37 $832,302 - $913,474	14,191 Added 86.34%	30,627 $1.81 Billion
Q3 2024 Nov 12, 2024	BUY	$53.68 - $59.24 $49,170 - $54,263	916 Added 5.9%	16,436 $973 Million
Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $38,779 - $40,899	731 Added 4.94%	15,520 $850 Million
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $740,189 - $830,698	14,789 New	14,789 $831 Million

Others Institutions Holding RDVY

# of Institutions

692

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History