Steel Peak Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Steel Peak Wealth Management LLC

$2.49 Billion
Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 33,933 shares of RDVY stock, worth $2.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

33,933

Previous 37,641 9.85%

Holding current value

$2.16 Million

Previous $2.2 Million 3.4%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$51.6 - $62.74 $191,332 - $232,639	-3,708 Reduced 9.85%	33,933 $2.13 Million
Q1 2025 Apr 30, 2025	SELL	$57.22 - $63.39 $21,743 - $24,088	-380 Reduced 1.0%	37,641 $2.2 Million
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $45,864 - $50,337	782 Added 2.1%	38,021 $2.25 Million
Q3 2024 Oct 25, 2024	BUY	$53.68 - $59.24 $30,973 - $34,181	577 Added 1.57%	37,239 $2.2 Million
Q2 2024 Jul 16, 2024	SELL	$53.05 - $55.95 $81,166 - $85,603	-1,530 Reduced 4.01%	36,662 $2.01 Million
Q1 2024 Apr 17, 2024	BUY	$50.05 - $56.17 $11,161 - $12,525	223 Added 0.59%	38,192 $2.15 Million
Q4 2023 Jan 23, 2024	BUY	$43.44 - $52.04 $69,460 - $83,211	1,599 Added 4.4%	37,969 $1.96 Million
Q3 2023 Nov 02, 2023	BUY	$45.58 - $49.58 $820 - $892	18 Added 0.05%	36,370 $1.67 Million
Q2 2023 Aug 02, 2023	BUY	$42.83 - $47.25 $1.56 Million - $1.72 Million	36,352 New	36,352 $1.71 Million

Others Institutions Holding RDVY

# of Institutions

706

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Steel Peak Wealth Management LLC First Trust Rising Dividend Ac Transaction History