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

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 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 630 shares of RDVY stock, worth $39,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares
630
Previous 1,767 64.35%
Holding current value
$39,116
Previous $104,000 64.42%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$58.65 - $64.37 $66,685 - $73,188
-1,137 Reduced 64.35%
630 $37,000
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
642
Shares Held
161M
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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