Wr Wealth Planners, LLC First Trust Rising Dividend Ac Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 634 shares of RDVY stock, worth $39,041. This represents 0.01% of its overall portfolio holdings.

Number of Shares
634
Previous 731 13.27%
Holding current value
$39,041
Previous $43,000 13.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
SELL
$58.65 - $64.37 $5,689 - $6,243
-97 Reduced 13.27%
634 $37,000
Q3 2024

Oct 17, 2024
BUY
$53.68 - $59.24 $33,872 - $37,380
631 Added 631.0%
731 $43,000
Q1 2024

Jul 31, 2024
BUY
$50.05 - $56.17 $5,005 - $5,617
100 New
100 $5,000

Others Institutions Holding RDVY

# of Institutions
659
Shares Held
163M
Call Options Held
100
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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email