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

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024

A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 12,233 shares of RDVY stock, worth $764,195. This represents 0.36% of its overall portfolio holdings.

Number of Shares
12,233
Previous 12,066 1.38%
Holding current value
$764,195
Previous $714 Million 1.26%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Jan 16, 2025
BUY
$58.65 - $64.37 $9,794 - $10,749
167 Added 1.38%
12,233 $723 Million
Q3 2024

Oct 23, 2024
BUY
$53.68 - $59.24 $233,346 - $257,516
4,347 Added 56.32%
12,066 $714 Million
Q2 2024

Aug 07, 2024
BUY
$53.05 - $55.95 $99,150 - $104,570
1,869 Added 31.95%
7,719 $423 Million
Q1 2024

Apr 26, 2024
SELL
$50.05 - $56.17 $102,402 - $114,923
-2,046 Reduced 25.91%
5,850 $329 Million
Q4 2023

Jan 18, 2024
BUY
$43.44 - $52.04 $343,002 - $410,907
7,896 New
7,896 $408 Million

Others Institutions Holding RDVY

# of Institutions
637
Shares Held
150M
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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