Robertson Stephens Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,862 shares of RDVY stock, worth $526,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,862
Previous 3,966 98.23%
Holding current value
$526,203
Previous $248,000 112.9%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$62.38 - $67.29 $243,032 - $262,161
3,896 Added 98.23%
7,862 $528,000
Q2 2025

Jul 24, 2025
BUY
$51.6 - $62.74 $204,645 - $248,826
3,966 New
3,966 $248,000

Others Institutions Holding RDVY

# of Institutions
747
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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