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 19,863 shares of RDVY stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,863
Previous 18,208 9.09%
Holding current value
$1.15 Million
Previous $1.02 Million 6.36%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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