Sequent Planning LLC First Trust Rising Dividend Ac Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sequent Planning LLC holds 19,658 shares of RDVY stock, worth $1.25 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
19,658
Previous 17,949 9.52%
Holding current value
$1.25 Million
Previous $981 Million 18.7%
% of portfolio
0.4%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$53.68 - $59.24 $91,739 - $101,241
1,709 Added 9.52%
19,658 $1.16 Billion
Q2 2024

Aug 12, 2024
SELL
$53.05 - $55.95 $202,279 - $213,337
-3,813 Reduced 17.52%
17,949 $981 Million
Q1 2024

May 14, 2024
BUY
$50.05 - $56.17 $1.09 Million - $1.22 Million
21,762 New
21,762 $1.22 Billion

Others Institutions Holding RDVY

# of Institutions
606
Shares Held
154M
Call Options Held
100
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
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