Executive Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Executive Wealth Management, LLC holds 4,410 shares of RDVY stock, worth $261,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,410
Previous 3,881 13.63%
Holding current value
$261,689
Previous $229,000 13.54%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $31,025 - $34,051
529 Added 13.63%
4,410 $260,000
Q3 2024

Nov 01, 2024
BUY
$53.68 - $59.24 $208,332 - $229,910
3,881 New
3,881 $229,000

Others Institutions Holding RDVY

# of Institutions
687
Shares Held
170M
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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