A detailed history of Navis Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,434 shares of RDVY stock, worth $324,518. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,434
Previous 5,428 0.11%
Holding current value
$324,518
Previous $297,000 8.08%
% of portfolio
0.35%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$53.68 - $59.24 $322 - $355
6 Added 0.11%
5,434 $321,000
Q2 2024

Aug 02, 2024

BUY
$53.05 - $55.95 $287,955 - $303,696
5,428 New
5,428 $297,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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