Avidian Wealth Solutions, LLC First Trust Rising Dividend Ac Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,637 shares of RDVY stock, worth $345,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,637

Previous 5,819 3.13%

Holding current value

$345,886

Previous $344,000 3.2%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$58.65 - $64.37 $10,674 - $11,715	-182 Reduced 3.13%	5,637 $333,000
Q3 2024 Oct 30, 2024	SELL	$53.68 - $59.24 $9,071 - $10,011	-169 Reduced 2.82%	5,819 $344,000
Q2 2024 Aug 06, 2024	SELL	$53.05 - $55.95 $615,698 - $649,355	-11,606 Reduced 65.97%	5,988 $327,000
Q1 2024 May 03, 2024	SELL	$50.05 - $56.17 $4.94 Million - $5.54 Million	-98,681 Reduced 84.87%	17,594 $988,000
Q4 2023 Feb 06, 2024	BUY	$43.44 - $52.04 $60,120 - $72,023	1,384 Added 1.2%	116,275 $6.01 Million
Q3 2023 Oct 13, 2023	SELL	$45.58 - $49.58 $550,469 - $598,777	-12,077 Reduced 9.51%	114,891 $5.28 Million
Q2 2023 Aug 03, 2023	BUY	$42.83 - $47.25 $1.68 Million - $1.86 Million	39,314 Added 44.85%	126,968 $5.98 Million
Q1 2023 May 08, 2023	BUY	$42.66 - $48.92 $3.74 Million - $4.29 Million	87,654 New	87,654 $3.93 Million

Others Institutions Holding RDVY

# of Institutions

684

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Avidian Wealth Solutions, LLC First Trust Rising Dividend Ac Transaction History