Twin Peaks Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 35,053 shares of RDVY stock, worth $2.13 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

35,053

Previous 32,661 7.32%

Holding current value

$2.13 Million

Previous $1.93 Billion 7.2%

% of portfolio

0.88%

Previous 0.89%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$58.65 - $64.37 $140,290 - $153,973	2,392 Added 7.32%	35,053 $2.07 Billion
Q3 2024 Oct 25, 2024	BUY	$53.68 - $59.24 $118,525 - $130,801	2,208 Added 7.25%	32,661 $1.93 Billion
Q2 2024 Jul 31, 2024	SELL	$53.05 - $55.95 $2,334 - $2,461	-44 Reduced 0.14%	30,453 $1.67 Billion
Q1 2024 Apr 23, 2024	SELL	$50.05 - $56.17 $86,586 - $97,174	-1,730 Reduced 5.37%	30,497 $1.71 Billion
Q4 2023 Jan 17, 2024	BUY	$43.44 - $52.04 $1.4 Million - $1.68 Million	32,227 New	32,227 $1.67 Billion

Others Institutions Holding RDVY

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History