Whitaker Myers Wealth Managers, Ltd. First Trust Rising Dividend Ac Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 27,801 shares of RDVY stock, worth $1.78 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
27,801
Previous 25,924 7.24%
Holding current value
$1.78 Million
Previous $1.52 Billion 14.93%
% of portfolio
0.44%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$51.6 - $62.74 $96,853 - $117,762
1,877 Added 7.24%
27,801 $1.74 Billion
Q1 2025

Apr 14, 2025
BUY
$57.22 - $63.39 $36,906 - $40,886
645 Added 2.55%
25,924 $1.52 Billion
Q4 2024

Jan 15, 2025
SELL
$58.65 - $64.37 $2,346 - $2,574
-40 Reduced 0.16%
25,279 $1.49 Billion
Q3 2024

Oct 18, 2024
BUY
$53.68 - $59.24 $16,587 - $18,305
309 Added 1.24%
25,319 $1.5 Billion
Q2 2024

Jul 26, 2024
BUY
$53.05 - $55.95 $97,983 - $103,339
1,847 Added 7.97%
25,010 $1.37 Billion
Q1 2024

Apr 12, 2024
SELL
$50.05 - $56.17 $34,034 - $38,195
-680 Reduced 2.85%
23,163 $1.3 Billion
Q4 2023

Jan 12, 2024
BUY
$43.44 - $52.04 $868 - $1,040
20 Added 0.08%
23,843 $1.23 Billion
Q3 2023

Oct 05, 2023
BUY
$45.58 - $49.58 $27,667 - $30,095
607 Added 2.61%
23,823 $1.09 Billion
Q2 2023

Jul 13, 2023
BUY
$42.83 - $47.25 $27,882 - $30,759
651 Added 2.88%
23,216 $1.09 Billion
Q1 2023

Apr 21, 2023
SELL
$42.66 - $48.92 $42,830 - $49,115
-1,004 Reduced 4.26%
22,565 $1.01 Billion
Q4 2022

Apr 21, 2023
BUY
$39.34 - $47.06 $927,204 - $1.11 Million
23,569 New
23,569 $1.04 Billion

Others Institutions Holding RDVY

# of Institutions
708
Shares Held
182M
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
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