Private Wealth Asset Management, LLC First Trust Rising Dividend Ac Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 175 shares of RDVY stock, worth $11,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 527 66.79%
Holding current value
$11,712
Previous $33.1 Million 99.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$62.38 - $67.29 $21,957 - $23,686
-352 Reduced 66.79%
175 $11,000
Q2 2025

Jul 28, 2025
BUY
$51.6 - $62.74 $18,163 - $22,084
352 Added 201.14%
527 $33.1 Million
Q1 2025

May 15, 2025
BUY
$57.22 - $63.39 $10,013 - $11,093
175 New
175 $10.2 Million

Others Institutions Holding RDVY

# of Institutions
750
Shares Held
205M
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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