Synergy Asset Management, LLC First Trust Rising Dividend Ac Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,505 shares of RDVY stock, worth $156,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,505
Holding current value
$156,913
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$58.65 - $64.37 $146,918 - $161,246
2,505 New
2,505 $148,000
Q1 2024

Apr 18, 2024
BUY
$50.05 - $56.17 $250,750 - $281,411
5,010 New
5,010 $281,000
Q1 2021

May 17, 2021
SELL
$39.09 - $45.86 $9.31 Million - $10.9 Million
-238,216 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$31.97 - $39.94 $7.62 Million - $9.51 Million
238,216 New
238,216 $9.51 Million

Others Institutions Holding RDVY

# of Institutions
675
Shares Held
169M
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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