Wealth Care Investment Partners, LLC First Trust Rising Dividend Ac Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 59,660 shares of RDVY stock, worth $3.77 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

59,660

Previous 59,316 0.58%

Holding current value

$3.77 Million

Previous $3.51 Million 0.46%

% of portfolio

1.61%

Previous 1.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$58.65 - $64.37 $20,175 - $22,143	344 Added 0.58%	59,660 $3.53 Million
Q3 2024 Oct 08, 2024	BUY	$53.68 - $59.24 $23,136 - $25,532	431 Added 0.73%	59,316 $3.51 Million
Q2 2024 Jul 18, 2024	SELL	$53.05 - $55.95 $76,922 - $81,127	-1,450 Reduced 2.4%	58,885 $3.22 Million
Q1 2024 Apr 15, 2024	BUY	$50.05 - $56.17 $7,357 - $8,256	147 Added 0.24%	60,335 $3.39 Million
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $14,856 - $17,797	342 Added 0.57%	60,188 $3.11 Million
Q3 2023 Oct 10, 2023	BUY	$45.58 - $49.58 $88,926 - $96,730	1,951 Added 3.37%	59,846 $2.75 Million
Q2 2023 Jul 13, 2023	BUY	$42.83 - $47.25 $39,574 - $43,659	924 Added 1.62%	57,895 $2.73 Million
Q1 2023 Apr 10, 2023	SELL	$42.66 - $48.92 $15,144 - $17,366	-355 Reduced 0.62%	56,971 $2.56 Million
Q4 2022 Jan 19, 2023	SELL	$39.34 - $47.06 $5,586 - $6,682	-142 Reduced 0.25%	57,326 $0
Q3 2022 Oct 17, 2022	BUY	$38.88 - $46.42 $151,904 - $181,362	3,907 Added 7.29%	57,468 $2.23 Million
Q2 2022 Jul 18, 2022	BUY	$40.42 - $49.12 $191,388 - $232,583	4,735 Added 9.7%	53,561 $2.19 Million
Q1 2022 Apr 14, 2022	BUY	$46.62 - $52.79 $1.24 Million - $1.41 Million	26,700 Added 120.67%	48,826 $2.34 Million
Q4 2021 Feb 07, 2022	BUY	$47.66 - $52.06 $1.05 Million - $1.15 Million	22,126 New	22,126 $1.15 Million

Others Institutions Holding RDVY

# of Institutions

679

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Account

Wealth Care Investment Partners, LLC First Trust Rising Dividend Ac Transaction History