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

Whitaker Myers Wealth Managers, Ltd.

$237 Billion
Q1 2024

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 23,163 shares of RDVY stock, worth $1.26 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

23,163

Previous 23,843 2.85%

Holding current value

$1.26 Million

Previous $1.23 Billion 5.61%

% of portfolio

0.55%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.84 - $47.06 $1.01 Million - $1.11 Million	23,569 New	23,569 $1.04 Billion

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

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