Venturi Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,767 shares of RDVY stock, worth $113,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,767
Holding current value
$113,300
% of portfolio
0.01%

Shares

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

Nov 04, 2024
BUY
$53.68 - $59.24 $94,852 - $104,677
1,767 New
1,767 $104,000
Q1 2023

May 02, 2023
BUY
$42.66 - $48.92 $14,035 - $16,094
329 New
329 $14,000

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
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email