Wealth Shield Partners, LLC First Trust Rising Dividend Ac Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 724 shares of RDVY stock, worth $48,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares
724
Previous 724 -0.0%
Holding current value
$48,457
Previous $45,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$51.6 - $62.74 $6,398 - $7,779
124 Added 20.67%
724 $45,000
Q3 2023

Oct 25, 2023
SELL
$45.58 - $49.58 $20,966 - $22,806
-460 Reduced 43.4%
600 $27,000
Q1 2023

May 08, 2023
BUY
$42.66 - $48.92 $45,219 - $51,855
1,060 New
1,060 $47,000

Others Institutions Holding RDVY

# of Institutions
746
Shares Held
204M
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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