Legacy Wealth Managment, Llc/Id First Trust Rising Dividend Ac Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 25,704 shares of RDVY stock, worth $1.72 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
25,704
Previous 21,715 18.37%
Holding current value
$1.72 Million
Previous $1.36 Million 26.87%
% of portfolio
1.19%
Previous 1.13%

Shares

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

Nov 12, 2025
BUY
$62.38 - $67.29 $248,833 - $268,419
3,989 Added 18.37%
25,704 $1.73 Million
Q2 2025

Aug 06, 2025
BUY
$51.6 - $62.74 $211,921 - $257,673
4,107 Added 23.32%
21,715 $1.36 Million
Q1 2025

May 16, 2025
BUY
$57.22 - $63.39 $74,042 - $82,026
1,294 Added 7.93%
17,608 $1.03 Million
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $655,061 - $718,948
11,169 Added 217.08%
16,314 $964,000
Q3 2024

Nov 15, 2024
BUY
$53.68 - $59.24 $276,183 - $304,789
5,145 New
5,145 $304,000

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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