Carolinas Wealth Consulting LLC First Trust Rising Dividend Ac Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 313 shares of RDVY stock, worth $17,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares

313

Previous 311 0.64%

Holding current value

$17,105

Previous $18,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$58.65 - $64.37 $117 - $128	2 Added 0.64%	313 $18,000
Q3 2024 Nov 12, 2024	BUY	$53.68 - $59.24 $107 - $118	2 Added 0.65%	311 $18,000
Q2 2024 Aug 12, 2024	BUY	$53.05 - $55.95 $53 - $55	1 Added 0.32%	309 $16,000
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $50 - $56	1 Added 0.33%	308 $17,000
Q4 2023 Feb 13, 2024	BUY	$43.44 - $52.04 $13,336 - $15,976	307 New	307 $15,000
Q3 2020 Nov 12, 2020	SELL	$30.37 - $34.47 $386,276 - $438,423	-12,719 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$23.99 - $33.86 $26,628 - $37,584	1,110 Added 9.56%	12,719 $392,000
Q1 2020 May 11, 2020	BUY	$21.81 - $36.72 $253,192 - $426,282	11,609 New	11,609 $298,000

Others Institutions Holding RDVY

# of Institutions

696

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Carolinas Wealth Consulting LLC First Trust Rising Dividend Ac Transaction History