Tyler Stone Wealth Management First Trust Rising Dividend Ac Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Tyler Stone Wealth Management holds 4,297 shares of RDVY stock, worth $275,265. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,297
Previous 2,141 100.7%
Holding current value
$275,265
Previous $117,000 117.09%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$53.68 - $59.24 $115,734 - $127,721
2,156 Added 100.7%
4,297 $254,000
Q2 2024

Aug 14, 2024
BUY
$53.05 - $55.95 $477 - $503
9 Added 0.42%
2,141 $117,000
Q1 2024

May 15, 2024
SELL
$50.05 - $56.17 $9,009 - $10,110
-180 Reduced 7.79%
2,132 $119,000
Q4 2023

Feb 14, 2024
SELL
$43.44 - $52.04 $21,720 - $26,020
-500 Reduced 17.78%
2,312 $119,000
Q3 2023

Nov 14, 2023
BUY
$45.58 - $49.58 $410 - $446
9 Added 0.32%
2,812 $129,000
Q2 2023

Aug 14, 2023
BUY
$42.83 - $47.25 $9,722 - $10,725
227 Added 8.81%
2,803 $132,000
Q4 2022

Feb 14, 2023
BUY
$39.34 - $47.06 $629 - $752
16 Added 0.63%
2,576 $113,000
Q3 2022

Nov 14, 2022
BUY
$38.88 - $46.42 $388 - $464
10 Added 0.39%
2,560 $100,000
Q2 2022

Aug 11, 2022
SELL
$40.42 - $49.12 $11,479 - $13,950
-284 Reduced 10.02%
2,550 $104,000
Q1 2022

May 12, 2022
BUY
$46.62 - $52.79 $45,034 - $50,995
966 Added 51.71%
2,834 $139,000
Q4 2021

Feb 22, 2022
BUY
$47.66 - $52.06 $89,028 - $97,248
1,868 New
1,868 $97,000

Others Institutions Holding RDVY

# of Institutions
608
Shares Held
154M
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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