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

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 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 5,434 shares of RDVY stock, worth $320,225. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,434
Previous 5,428 0.11%
Holding current value
$320,225
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

# of Institutions
613
Shares Held
147M
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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