Puff Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Puff Wealth Management, LLC

  • $65.8 Billion
  • Q3 2025

A detailed history of Puff Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Puff Wealth Management, LLC holds 8,653 shares of RDVY stock, worth $579,145. This represents 0.88% of its overall portfolio holdings.

Number of Shares
8,653
Previous 8,885 2.61%
Holding current value
$579,145
Previous $557 Million 4.4%
% of portfolio
0.88%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$62.38 - $67.29 $14,472 - $15,611
-232 Reduced 2.61%
8,653 $582 Million
Q2 2025

Aug 15, 2025
BUY
$51.6 - $62.74 $361 - $439
7 Added 0.08%
8,885 $557 Million
Q1 2025

Apr 16, 2025
BUY
$57.22 - $63.39 $572 - $633
10 Added 0.11%
8,878 $520 Million
Q4 2024

Jan 30, 2025
BUY
$58.65 - $64.37 $520,108 - $570,833
8,868 New
8,868 $524 Million

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
Call Options Held
0
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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