Private Client Services, LLC First Trust Rising Dividend Ac Transaction History

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

A detailed history of Private Client Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Private Client Services, LLC holds 9,137 shares of RDVY stock, worth $611,539. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,137
Previous 6,448 41.7%
Holding current value
$611,539
Previous $405 Million 51.93%
% of portfolio
0.21%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$62.38 - $67.29 $167,739 - $180,942
2,689 Added 41.7%
9,137 $615 Million
Q2 2025

Jul 01, 2025
BUY
$51.6 - $62.74 $332,716 - $404,547
6,448 New
6,448 $405 Million
Q4 2024

Jan 08, 2025
SELL
$58.65 - $64.37 $29,970 - $32,893
-511 Reduced 11.65%
3,877 $229 Million
Q3 2024

Oct 03, 2024
BUY
$53.68 - $59.24 $235,547 - $259,945
4,388 New
4,388 $260 Million

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
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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