Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 199,258 shares of RDVY stock, worth $11.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

199,258

Previous 194,520 2.44%

Holding current value

$11.8 Million

Previous $11.5 Billion 2.31%

% of portfolio

0.32%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$58.65 - $64.37 $277,883 - $304,985	4,738 Added 2.44%	199,258 $11.8 Billion
Q3 2024 Oct 30, 2024	BUY	$53.68 - $59.24 $150,142 - $165,694	2,797 Added 1.46%	194,520 $11.5 Billion
Q2 2024 Jul 30, 2024	SELL	$53.05 - $55.95 $609,120 - $642,417	-11,482 Reduced 5.65%	191,723 $10.5 Billion
Q1 2024 May 07, 2024	BUY	$50.05 - $56.17 $1.59 Million - $1.78 Million	31,672 Added 18.46%	203,205 $11.4 Billion
Q4 2023 Apr 15, 2024	BUY	$43.44 - $52.04 $7.45 Million - $8.93 Million	171,533 New	171,533 $8.86 Billion

Others Institutions Holding RDVY

# of Institutions

690

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History