Goldstein Advisors, LLC First Trust Rising Dividend Ac Transaction History

Goldstein Advisors, LLC

$658 Billion
Q3 2024

A detailed history of Goldstein Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goldstein Advisors, LLC holds 5,859 shares of RDVY stock, worth $351,715. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,859

Previous 5,990 2.19%

Holding current value

$351,715

Previous $328 Million 5.78%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$53.68 - $59.24 $7,032 - $7,760	-131 Reduced 2.19%	5,859 $347 Million
Q2 2024 Jul 24, 2024	SELL	$53.05 - $55.95 $3,183 - $3,357	-60 Reduced 0.99%	5,990 $328 Million
Q1 2024 May 13, 2024	SELL	$50.05 - $56.17 $22.5 Million - $25.3 Million	-449,611 Reduced 98.67%	6,050 $340 Million
Q3 2023 Oct 18, 2023	BUY	$45.58 - $49.58 $1.12 Million - $1.22 Million	24,648 Added 5.72%	455,661 $20.9 Billion
Q2 2023 Jul 21, 2023	BUY	$42.83 - $47.25 $1.78 Million - $1.97 Million	41,650 Added 10.7%	431,013 $20.3 Billion
Q1 2023 May 09, 2023	BUY	$42.66 - $48.92 $4.84 Million - $5.55 Million	113,496 Added 41.14%	389,363 $17.5 Billion
Q4 2022 Feb 03, 2023	BUY	$39.34 - $47.06 $10.9 Million - $13 Million	275,867 New	275,867 $12.1 Billion

Others Institutions Holding RDVY

# of Institutions

609

Shares Held

154M

Call Options Held

100

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 Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Account

Goldstein Advisors, LLC First Trust Rising Dividend Ac Transaction History