Pitti Group Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Pitti Group Wealth Management, LLC

$81 Million
Q4 2024

A detailed history of Pitti Group Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pitti Group Wealth Management, LLC holds 24,761 shares of RDVY stock, worth $1.52 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

24,761

Previous 25,906 4.42%

Holding current value

$1.52 Million

Previous $1.53 Million 4.5%

% of portfolio

1.81%

Previous 1.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$58.65 - $64.37 $67,154 - $73,703	-1,145 Reduced 4.42%	24,761 $1.46 Million
Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $27,373 - $28,870	516 Added 2.03%	25,906 $1.42 Million
Q1 2024 Apr 24, 2024	SELL	$50.05 - $56.17 $25,825 - $28,983	-516 Reduced 1.99%	25,390 $1.43 Million
Q4 2023 Feb 05, 2024	SELL	$43.44 - $52.04 $48,001 - $57,504	-1,105 Reduced 4.09%	25,906 $1.34 Million
Q3 2023 Nov 01, 2023	SELL	$45.58 - $49.58 $58,387 - $63,511	-1,281 Reduced 4.53%	27,011 $1.24 Million
Q2 2023 Aug 01, 2023	SELL	$42.83 - $47.25 $942 - $1,039	-22 Reduced 0.08%	28,292 $1.33 Million
Q1 2023 May 02, 2023	SELL	$42.66 - $48.92 $2,175 - $2,494	-51 Reduced 0.18%	28,314 $1.27 Million
Q4 2022 Jan 24, 2023	BUY	$39.34 - $47.06 $143,315 - $171,439	3,643 Added 14.74%	28,365 $0
Q3 2022 Oct 24, 2022	BUY	$38.88 - $46.42 $12,091 - $14,436	311 Added 1.27%	24,722 $961,000
Q2 2022 Jul 18, 2022	SELL	$40.42 - $49.12 $11,358 - $13,802	-281 Reduced 1.14%	24,411 $999,000
Q1 2022 Apr 28, 2022	BUY	$46.62 - $52.79 $2,517 - $2,850	54 Added 0.22%	24,692 $1.21 Million
Q4 2021 Feb 09, 2022	BUY	$47.66 - $52.06 $1.17 Million - $1.28 Million	24,638 New	24,638 $1.28 Million

Others Institutions Holding RDVY

# of Institutions

683

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Pitti Group Wealth Management, LLC First Trust Rising Dividend Ac Transaction History