Trueblood Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Trueblood Wealth Management, LLC

$203 Billion
Q4 2024

A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 12,233 shares of RDVY stock, worth $726,273. This represents 0.36% of its overall portfolio holdings.

Number of Shares

12,233

Previous 12,066 1.38%

Holding current value

$726,273

Previous $714 Million 1.26%

% of portfolio

0.36%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$58.65 - $64.37 $9,794 - $10,749	167 Added 1.38%	12,233 $723 Million
Q3 2024 Oct 23, 2024	BUY	$53.68 - $59.24 $233,346 - $257,516	4,347 Added 56.32%	12,066 $714 Million
Q2 2024 Aug 07, 2024	BUY	$53.05 - $55.95 $99,150 - $104,570	1,869 Added 31.95%	7,719 $423 Million
Q1 2024 Apr 26, 2024	SELL	$50.05 - $56.17 $102,402 - $114,923	-2,046 Reduced 25.91%	5,850 $329 Million
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $343,002 - $410,907	7,896 New	7,896 $408 Million

Others Institutions Holding RDVY

# of Institutions

690

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Trueblood Wealth Management, LLC First Trust Rising Dividend Ac Transaction History