Total Clarity Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History

Total Clarity Wealth Management, Inc.

$282 Million
Q2 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 49,841 shares of RDVY stock, worth $2.94 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

49,841

Previous 38,666 28.9%

Holding current value

$2.94 Million

Previous $2.17 Million 25.66%

% of portfolio

0.97%

Previous 0.78%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $592,833 - $625,241	11,175 Added 28.9%	49,841 $2.73 Million
Q1 2024 Apr 22, 2024	BUY	$50.05 - $56.17 $992,091 - $1.11 Million	19,822 Added 105.19%	38,666 $2.17 Million
Q4 2023 Jan 23, 2024	BUY	$43.44 - $52.04 $245,045 - $293,557	5,641 Added 42.73%	18,844 $973,000
Q3 2023 Oct 24, 2023	SELL	$45.58 - $49.58 $653,662 - $711,026	-14,341 Reduced 52.07%	13,203 $606,000
Q2 2023 Jul 24, 2023	SELL	$42.83 - $47.25 $124,892 - $137,781	-2,916 Reduced 9.57%	27,544 $1.3 Million
Q1 2023 May 04, 2023	BUY	$42.66 - $48.92 $624,286 - $715,895	14,634 Added 92.47%	30,460 $1.37 Million
Q4 2022 Feb 03, 2023	SELL	$39.34 - $47.06 $1.92 Million - $2.3 Million	-48,859 Reduced 75.53%	15,826 $695,000
Q3 2022 Nov 04, 2022	SELL	$38.88 - $46.42 $86,624 - $103,423	-2,228 Reduced 3.33%	64,685 $2.52 Million
Q2 2022 Jul 29, 2022	SELL	$40.42 - $49.12 $919,918 - $1.12 Million	-22,759 Reduced 25.38%	66,913 $2.74 Million
Q1 2022 Apr 29, 2022	SELL	$46.62 - $52.79 $2.1 Million - $2.38 Million	-45,096 Reduced 33.46%	89,672 $4.39 Million
Q4 2021 Feb 03, 2022	BUY	$47.66 - $52.06 $2.74 Million - $2.99 Million	57,511 Added 74.44%	134,768 $6.98 Million
Q3 2021 Oct 21, 2021	BUY	$46.43 - $49.91 $113,614 - $122,129	2,447 Added 3.27%	77,257 $3.67 Million
Q2 2021 Jul 26, 2021	BUY	$46.13 - $49.37 $1.96 Million - $2.1 Million	42,461 Added 131.26%	74,810 $3.59 Million
Q1 2021 May 05, 2021	BUY	$39.09 - $45.86 $891,173 - $1.05 Million	22,798 Added 238.7%	32,349 $1.47 Million
Q4 2020 Jan 20, 2021	BUY	$31.97 - $39.94 $305,345 - $381,466	9,551 New	9,551 $381,000

Others Institutions Holding RDVY

# of Institutions

564

Shares Held

140M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Total Clarity Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History