Panoramic Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 14,566 shares of RDVY stock, worth $974,902. This represents 0.55% of its overall portfolio holdings.

Number of Shares
14,566
Previous 14,566 -0.0%
Holding current value
$974,902
Previous $914 Million 7.2%
% of portfolio
0.55%
Previous 0.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$51.6 - $62.74 $98,040 - $119,206
-1,900 Reduced 11.54%
14,566 $914 Million
Q1 2025

May 06, 2025
SELL
$57.22 - $63.39 $5,722 - $6,339
-100 Reduced 0.6%
16,466 $964 Million
Q3 2024

Oct 31, 2024
SELL
$53.68 - $59.24 $21,472 - $23,696
-400 Reduced 2.36%
16,566 $981 Million
Q1 2024

Apr 18, 2024
SELL
$50.05 - $56.17 $10,010 - $11,234
-200 Reduced 1.17%
16,966 $953 Million
Q3 2023

Nov 15, 2023
SELL
$45.58 - $49.58 $54,696 - $59,496
-1,200 Reduced 6.53%
17,166 $789 Million
Q4 2022

Mar 01, 2023
BUY
$39.34 - $47.06 $722,518 - $864,303
18,366 New
18,366 $807 Million

Others Institutions Holding RDVY

# of Institutions
746
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
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