Simplicity Wealth,Llc First Trust Rising Dividend Ac Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Simplicity Wealth,Llc holds 13,566 shares of RDVY stock, worth $850,588. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,566
Previous 19,863 31.7%
Holding current value
$850,588
Previous $1.09 Million 26.13%
% of portfolio
0.08%
Previous 0.03%

Shares

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

Oct 09, 2024
SELL
$53.68 - $59.24 $338,022 - $373,034
-6,297 Reduced 31.7%
13,566 $803,000
Q2 2024

Jul 10, 2024
BUY
$53.05 - $55.95 $87,797 - $92,597
1,655 Added 9.09%
19,863 $1.09 Million
Q1 2024

Apr 24, 2024
BUY
$50.05 - $56.17 $911,310 - $1.02 Million
18,208 New
18,208 $1.02 Million

Others Institutions Holding RDVY

# of Institutions
623
Shares Held
148M
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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