A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,976 shares of RDVY stock, worth $655,486. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,976
Previous 10,975 0.01%
Holding current value
$655,486
Previous $616,000 2.6%
% of portfolio
0.23%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$53.05 - $55.95 $53 - $55
1 Added 0.01%
10,976 $600,000
Q1 2024

May 14, 2024

BUY
$50.05 - $56.17 $20,120 - $22,580
402 Added 3.8%
10,975 $616,000
Q4 2023

Jan 29, 2024

BUY
$43.44 - $52.04 $67,549 - $80,922
1,555 Added 17.24%
10,573 $546,000
Q3 2023

Nov 13, 2023

BUY
$45.58 - $49.58 $27,393 - $29,797
601 Added 7.14%
9,018 $414,000
Q2 2023

Aug 10, 2023

BUY
$42.83 - $47.25 $56,792 - $62,653
1,326 Added 18.7%
8,417 $396,000
Q1 2023

May 15, 2023

BUY
$42.66 - $48.92 $17,959 - $20,595
421 Added 6.31%
7,091 $318,000
Q4 2022

Jan 25, 2023

SELL
$39.34 - $47.06 $904 - $1,082
-23 Reduced 0.34%
6,670 $0
Q3 2022

Nov 10, 2022

BUY
$38.88 - $46.42 $260,223 - $310,689
6,693 New
6,693 $260,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.