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

Personal Cfo Solutions, LLC

$704 Million
Q3 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 19,111 shares of RDVY stock, worth $1.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

19,111

Previous 18,432 3.68%

Holding current value

$1.21 Million

Previous $1.01 Million 12.09%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $36,448 - $40,223	679 Added 3.68%	19,111 $1.13 Million
Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $26,949 - $28,422	508 Added 2.83%	18,432 $1.01 Million
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	$39.34 - $47.06 $260,706 - $311,866	6,627 Added 126.76%	11,855 $520,000
Q3 2022 Nov 01, 2022	BUY	$38.88 - $46.42 $203,264 - $242,683	5,228 New	5,228 $203,000

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