Proactive Wealth Strategies LLC First Trust Rising Dividend Ac Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 65,979 shares of RDVY stock, worth $4.24 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
65,979
Previous 66,251 0.41%
Holding current value
$4.24 Million
Previous $3.92 Million 1.43%
% of portfolio
2.06%
Previous 2.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$57.22 - $63.39 $15,563 - $17,242
-272 Reduced 0.41%
65,979 $3.86 Million
Q4 2024

Jan 31, 2025
BUY
$58.65 - $64.37 $216,829 - $237,975
3,697 Added 5.91%
66,251 $3.92 Million
Q3 2024

Nov 04, 2024
BUY
$53.68 - $59.24 $3.36 Million - $3.71 Million
62,554 New
62,554 $3.7 Million

Others Institutions Holding RDVY

# of Institutions
702
Shares Held
181M
Call Options Held
0
Put Options Held
567
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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