Navis Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Navis Wealth Advisors, LLC

  • $89.6 Million
  • Q4 2024

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 5,443 shares of RDVY stock, worth $340,949. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,443
Previous 5,434 0.17%
Holding current value
$340,949
Previous $321,000 -0.0%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Jan 21, 2025
BUY
$58.65 - $64.37 $527 - $579
9 Added 0.17%
5,443 $321,000
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

# of Institutions
675
Shares Held
169M
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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