Twin Peaks Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 35,053 shares of RDVY stock, worth $2.2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
35,053
Previous 32,661 7.32%
Holding current value
$2.2 Million
Previous $1.93 Billion 7.2%
% of portfolio
0.88%
Previous 0.89%

Shares

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

Feb 04, 2025
BUY
$58.65 - $64.37 $140,290 - $153,973
2,392 Added 7.32%
35,053 $2.07 Billion
Q3 2024

Oct 25, 2024
BUY
$53.68 - $59.24 $118,525 - $130,801
2,208 Added 7.25%
32,661 $1.93 Billion
Q2 2024

Jul 31, 2024
SELL
$53.05 - $55.95 $2,334 - $2,461
-44 Reduced 0.14%
30,453 $1.67 Billion
Q1 2024

Apr 23, 2024
SELL
$50.05 - $56.17 $86,586 - $97,174
-1,730 Reduced 5.37%
30,497 $1.71 Billion
Q4 2023

Jan 17, 2024
BUY
$43.44 - $52.04 $1.4 Million - $1.68 Million
32,227 New
32,227 $1.67 Billion

Others Institutions Holding RDVY

# of Institutions
637
Shares Held
150M
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
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