Wcg Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 18,837 shares of RDVY stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,837
Previous 20,837 9.6%
Holding current value
$1.15 Million
Previous $1.23 Million 9.72%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 18, 2025
SELL
$58.65 - $64.37 $117,300 - $128,740
-2,000 Reduced 9.6%
18,837 $1.11 Million
Q3 2024

Nov 13, 2024
SELL
$53.68 - $59.24 $39,025 - $43,067
-727 Reduced 3.37%
20,837 $1.23 Million
Q2 2024

Aug 12, 2024
BUY
$53.05 - $55.95 $100,158 - $105,633
1,888 Added 9.6%
21,564 $1.18 Million
Q1 2024

May 13, 2024
SELL
$50.05 - $56.17 $11,011 - $12,357
-220 Reduced 1.11%
19,676 $1.11 Million
Q4 2023

Feb 08, 2024
SELL
$43.44 - $52.04 $238,007 - $285,127
-5,479 Reduced 21.59%
19,896 $1.03 Million
Q3 2023

Nov 09, 2023
BUY
$45.58 - $49.58 $418,014 - $454,698
9,171 Added 56.6%
25,375 $1.17 Million
Q2 2023

Aug 14, 2023
SELL
$42.83 - $47.25 $12,506 - $13,797
-292 Reduced 1.77%
16,204 $763,000
Q1 2023

May 15, 2023
SELL
$42.66 - $48.92 $39,588 - $45,397
-928 Reduced 5.33%
16,496 $740,000
Q4 2022

Feb 14, 2023
SELL
$39.34 - $47.06 $8,536 - $10,212
-217 Reduced 1.23%
17,424 $765,000
Q3 2022

Nov 14, 2022
SELL
$38.88 - $46.42 $54,587 - $65,173
-1,404 Reduced 7.37%
17,641 $686,000
Q2 2022

Aug 23, 2022
SELL
$40.42 - $49.12 $82,941 - $100,794
-2,052 Reduced 9.73%
19,045 $779,000
Q2 2022

Aug 15, 2022
BUY
$40.42 - $49.12 $852,740 - $1.04 Million
21,097 New
21,097 $625,000

Others Institutions Holding RDVY

# of Institutions
681
Shares Held
170M
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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