Vital Stone Financial, LLC First Trust Rising Dividend Ac Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Vital Stone Financial, LLC holds 6,430 shares of RDVY stock, worth $430,359. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,430
Previous 6,288 2.26%
Holding current value
$430,359
Previous $344,000 10.47%
% of portfolio
0.27%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$53.68 - $59.24 $7,622 - $8,412
142 Added 2.26%
6,430 $380,000
Q2 2024

Aug 07, 2024
SELL
$53.05 - $55.95 $2,281 - $2,405
-43 Reduced 0.68%
6,288 $344,000
Q1 2024

May 06, 2024
BUY
$50.05 - $56.17 $105,054 - $117,900
2,099 Added 49.6%
6,331 $356,000
Q4 2023

Feb 14, 2024
BUY
$43.44 - $52.04 $90,702 - $108,659
2,088 Added 97.39%
4,232 $219,000
Q3 2023

Nov 15, 2023
BUY
$45.58 - $49.58 $28,168 - $30,640
618 Added 40.5%
2,144 $98,000
Q2 2023

Aug 21, 2023
SELL
$42.83 - $47.25 $942,088 - $1.04 Million
-21,996 Reduced 93.51%
1,526 $65,000
Q1 2023

May 16, 2023
SELL
$42.66 - $48.92 $5.55 Million - $6.36 Million
-130,059 Reduced 84.68%
23,522 $7.95 Million
Q1 2023

May 12, 2023
BUY
$42.66 - $48.92 $6.47 Million - $7.42 Million
151,761 Added 8338.52%
153,581 $7.95 Million
Q4 2022

Jan 30, 2023
BUY
$39.34 - $47.06 $71,598 - $85,649
1,820 New
1,820 $76 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
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email