Tru Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 71,145 shares of RDVY stock, worth $4.22 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

71,145

Previous 70,439 1.0%

Holding current value

$4.22 Million

Previous $4.17 Million 0.89%

% of portfolio

0.26%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$58.65 - $64.37 $41,406 - $45,445	706 Added 1.0%	71,145 $4.21 Million
Q3 2024 Oct 16, 2024	SELL	$53.68 - $59.24 $7,676 - $8,471	-143 Reduced 0.2%	70,439 $4.17 Million
Q2 2024 Jul 16, 2024	BUY	$53.05 - $55.95 $8,753 - $9,231	165 Added 0.23%	70,582 $3.86 Million
Q1 2024 Apr 15, 2024	BUY	$50.05 - $56.17 $47,697 - $53,530	953 Added 1.37%	70,417 $3.96 Million
Q4 2023 Jan 10, 2024	BUY	$43.44 - $52.04 $2.79 Million - $3.35 Million	64,293 Added 1243.34%	69,464 $3.59 Million
Q3 2023 Oct 10, 2023	BUY	$45.58 - $49.58 $37,876 - $41,200	831 Added 19.15%	5,171 $237,000
Q2 2023 Aug 04, 2023	BUY	$42.83 - $47.25 $185,882 - $205,065	4,340 New	4,340 $204,000

Others Institutions Holding RDVY

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

Tru Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History