Holistic Planning, LLC First Trust Rising Dividend Ac Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Holistic Planning, LLC holds 24,791 shares of RDVY stock, worth $1.66 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
24,791
Previous 24,116 2.8%
Holding current value
$1.66 Million
Previous $1.51 Billion 10.2%
% of portfolio
0.44%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$62.38 - $67.29 $42,106 - $45,420
675 Added 2.8%
24,791 $1.67 Billion
Q2 2025

Jul 28, 2025
BUY
$51.6 - $62.74 $59,701 - $72,590
1,157 Added 5.04%
24,116 $1.51 Billion
Q1 2025

Apr 23, 2025
BUY
$57.22 - $63.39 $1.31 Million - $1.46 Million
22,959 New
22,959 $1.34 Billion

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
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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