Sky Oak Wealth, LLC First Trust Rising Dividend Ac Transaction History

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,858 shares of RDVY stock, worth $241,202. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,858
Previous 3,733 3.35%
Holding current value
$241,202
Previous $221,000 3.17%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$58.65 - $64.37 $7,331 - $8,046
125 Added 3.35%
3,858 $228,000
Q3 2024

Nov 04, 2024
SELL
$53.68 - $59.24 $3,757 - $4,146
-70 Reduced 1.84%
3,733 $221,000
Q2 2024

Aug 12, 2024
BUY
$53.05 - $55.95 $1,061 - $1,119
20 Added 0.53%
3,803 $208,000
Q1 2024

Apr 29, 2024
BUY
$50.05 - $56.17 $189,339 - $212,491
3,783 New
3,783 $212,000

Others Institutions Holding RDVY

# of Institutions
625
Shares Held
148M
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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