Bison Wealth, LLC First Trust Rising Dividend Ac Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bison Wealth, LLC holds 5,372 shares of RDVY stock, worth $335,857. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,372
Previous 11,408 52.91%
Holding current value
$335,857
Previous $624,000 49.04%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Nov 05, 2024
SELL
$53.68 - $59.24 $324,012 - $357,572
-6,036 Reduced 52.91%
5,372 $318,000
Q1 2024

May 10, 2024
SELL
$50.05 - $56.17 $49,149 - $55,158
-982 Reduced 7.93%
11,408 $640,000
Q4 2023

Jan 30, 2024
SELL
$43.44 - $52.04 $60,598 - $72,595
-1,395 Reduced 10.12%
12,390 $640,000
Q3 2023

Nov 13, 2023
SELL
$45.58 - $49.58 $6,928 - $7,536
-152 Reduced 1.09%
13,785 $633,000
Q2 2023

Aug 14, 2023
BUY
$42.83 - $47.25 $596,921 - $658,523
13,937 New
13,937 $656,000

Others Institutions Holding RDVY

# of Institutions
625
Shares Held
148M
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
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, 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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email