Smart Wealth LLC First Trust Rising Dividend Ac Transaction History

Smart Wealth LLC

  • $255 Billion
  • Q3 2024

A detailed history of Smart Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Smart Wealth LLC holds 95,355 shares of RDVY stock, worth $5.8 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
95,355
Previous 78,578 21.35%
Holding current value
$5.8 Million
Previous $4.3 Billion 31.24%
% of portfolio
2.21%
Previous 1.74%

Shares

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

Dec 13, 2024
BUY
$53.68 - $59.24 $900,589 - $993,869
16,777 Added 21.35%
95,355 $5.65 Billion
Q2 2024

Dec 13, 2024
BUY
$53.05 - $55.95 $971,239 - $1.02 Million
18,308 Added 30.38%
78,578 $4.3 Billion
Q1 2024

Dec 13, 2024
BUY
$50.05 - $56.17 $3.02 Million - $3.39 Million
60,270 New
60,270 $3.39 Billion

Others Institutions Holding RDVY

# of Institutions
609
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
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email