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 70,439 shares of RDVY stock, worth $4.18 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
70,439
Previous 70,582 0.2%
Holding current value
$4.18 Million
Previous $3.86 Million 7.92%
% of portfolio
0.26%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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