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 $532,356. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,335

Previous 4,544 83.43%

Holding current value

$532,356

Previous $269,000 82.9%

% of portfolio

0.23%

Previous 0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

705

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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