Merkkuri Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 10,410 shares of RDVY stock, worth $650,833. This represents 0.49% of its overall portfolio holdings.

Number of Shares
10,410
Previous 12,074 13.78%
Holding current value
$650,833
Previous $715 Million 13.89%
% of portfolio
0.49%
Previous 0.56%

Shares

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

Jan 21, 2025
SELL
$58.65 - $64.37 $97,593 - $107,111
-1,664 Reduced 13.78%
10,410 $616 Million
Q3 2024

Oct 23, 2024
SELL
$53.68 - $59.24 $16,426 - $18,127
-306 Reduced 2.47%
12,074 $715 Million
Q2 2024

Oct 23, 2024
BUY
$53.05 - $55.95 $656,759 - $692,661
12,380 New
12,380 $678 Million

Others Institutions Holding RDVY

# of Institutions
625
Shares Held
148M
Call Options Held
100
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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