Personal Cfo Solutions, LLC First Trust Rising Dividend Ac Transaction History

Personal Cfo Solutions, LLC

  • $600 Million
  • Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 17,924 shares of RDVY stock, worth $977,037. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,924
Previous 17,736 1.06%
Holding current value
$977,037
Previous $916,000 9.83%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$50.05 - $56.17 $9,409 - $10,559
188 Added 1.06%
17,924 $1.01 Million
Q3 2023

Nov 13, 2023
BUY
$45.58 - $49.58 $71,195 - $77,443
1,562 Added 9.66%
17,736 $814,000
Q2 2023

Aug 10, 2023
BUY
$42.83 - $47.25 $154,188 - $170,100
3,600 Added 28.63%
16,174 $761,000
Q1 2023

May 09, 2023
BUY
$42.66 - $48.92 $30,672 - $35,173
719 Added 6.06%
12,574 $564,000
Q4 2022

Feb 14, 2023
BUY
$42.84 - $47.06 $283,900 - $311,866
6,627 Added 126.76%
11,855 $520,000
Q3 2022

Nov 01, 2022
BUY
$39.75 - $46.42 $207,813 - $242,683
5,228 New
5,228 $203,000

Others Institutions Holding RDVY

# of Institutions
545
Shares Held
138M
Call Options Held
0
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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email