Householder Group Estate & Retirement Specialist, LLC First Trust Rising Dividend Ac Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 4,750 shares of RDVY stock, worth $284,667. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,750

Previous 4,226 12.4%

Holding current value

$284,667

Previous $231,000 21.65%

% of portfolio

0.08%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$53.68 - $59.24 $28,128 - $31,041	524 Added 12.4%	4,750 $281,000
Q2 2024 Jul 17, 2024	BUY	$53.05 - $55.95 $29,814 - $31,443	562 Added 15.34%	4,226 $231,000
Q1 2024 May 03, 2024	BUY	$50.05 - $56.17 $4,704 - $5,279	94 Added 2.63%	3,664 $205,000
Q4 2023 Jan 23, 2024	SELL	$43.44 - $52.04 $21,415 - $25,655	-493 Reduced 12.13%	3,570 $184,000
Q3 2023 Oct 10, 2023	BUY	$45.58 - $49.58 $131,999 - $143,583	2,896 Added 248.16%	4,063 $186,000
Q1 2023 Apr 13, 2023	BUY	$42.66 - $48.92 $49,784 - $57,089	1,167 New	1,167 $52,000
Q3 2022 Oct 11, 2022	BUY	$38.88 - $46.42 $69,556 - $83,045	1,789 New	1,789 $69,000

Others Institutions Holding RDVY

# of Institutions

609

Shares Held

154M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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Householder Group Estate & Retirement Specialist, LLC First Trust Rising Dividend Ac Transaction History