Wespac Advisors So Cal, LLC First Trust Rising Dividend Ac Transaction History

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$53.05 - $55.95 $976,279 - $1.03 Million
18,403 Added 45.69%
58,678 $3.21 Million
Q1 2024

Apr 18, 2024
BUY
$50.05 - $56.17 $78,428 - $88,018
1,567 Added 4.05%
40,275 $2.26 Million
Q4 2023

Jan 25, 2024
BUY
$43.44 - $52.04 $48,218 - $57,764
1,110 Added 2.95%
38,708 $2 Million
Q3 2023

Nov 09, 2023
BUY
$45.58 - $49.58 $16,682 - $18,146
366 Added 0.98%
37,598 $1.73 Million
Q2 2023

Jul 20, 2023
SELL
$42.83 - $47.25 $340,969 - $376,157
-7,961 Reduced 17.62%
37,232 $1.75 Million
Q1 2023

May 15, 2023
SELL
$42.66 - $48.92 $3,199 - $3,669
-75 Reduced 0.17%
45,193 $2.03 Million
Q4 2022

Jan 25, 2023
BUY
$39.34 - $47.06 $25,295 - $30,259
643 Added 1.44%
45,268 $0
Q3 2022

Nov 10, 2022
BUY
$38.88 - $46.42 $15,435 - $18,428
397 Added 0.9%
44,625 $1.95 Million
Q2 2022

Jul 19, 2022
BUY
$40.42 - $49.12 $44,542 - $54,130
1,102 Added 2.56%
44,228 $1.81 Million
Q1 2022

May 19, 2022
BUY
$46.62 - $52.79 $2.01 Million - $2.28 Million
43,126 New
43,126 $2.11 Million

Others Institutions Holding RDVY

# of Institutions
587
Shares Held
149M
Call Options Held
0
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 Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email