Summit Wealth Group LLC / CO First Trust Rising Dividend Ac Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 143,240 shares of RDVY stock, worth $9.54 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
143,240
Holding current value
$9.54 Million
% of portfolio
2.26%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$51.6 - $62.74 $7.39 Million - $8.99 Million
143,240 New
143,240 $8.99 Billion

Others Institutions Holding RDVY

# of Institutions
719
Shares Held
190M
Call Options Held
0
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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