Wills Financial Group, Inc. First Trust Rising Dividend Ac Transaction History

Wills Financial Group, Inc.

  • $214 Million
  • Q4 2024

A detailed history of Wills Financial Group, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wills Financial Group, Inc. holds 8,335 shares of RDVY stock, worth $509,351. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,335
Previous 4,544 83.43%
Holding current value
$509,351
Previous $269,000 82.9%
% of portfolio
0.23%
Previous 0.12%

Shares

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

Feb 14, 2025
BUY
$58.65 - $64.37 $222,342 - $244,026
3,791 Added 83.43%
8,335 $492,000
Q3 2024

Nov 14, 2024
BUY
$53.68 - $59.24 $11,433 - $12,618
213 Added 4.92%
4,544 $269,000
Q2 2024

Aug 14, 2024
BUY
$53.05 - $55.95 $22,387 - $23,610
422 Added 10.8%
4,331 $237,000
Q1 2024

May 09, 2024
BUY
$50.05 - $56.17 $195,645 - $219,568
3,909 New
3,909 $219,000

Others Institutions Holding RDVY

# of Institutions
686
Shares Held
170M
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
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More about RDVY
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