Weitzel Financial Services, Inc. First Trust Rising Dividend Ac Transaction History

Weitzel Financial Services, Inc.

  • $214 Million
  • Q3 2024

A detailed history of Weitzel Financial Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 148,423 shares of RDVY stock, worth $9.28 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
148,423
Previous 148,846 0.28%
Holding current value
$9.28 Million
Previous $8.15 Million 7.84%
% of portfolio
4.11%
Previous 4.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$53.68 - $59.24 $22,706 - $25,058
-423 Reduced 0.28%
148,423 $8.79 Million
Q2 2024

Aug 06, 2024
BUY
$53.05 - $55.95 $15,066 - $15,889
284 Added 0.19%
148,846 $8.15 Million
Q1 2024

Apr 10, 2024
BUY
$50.05 - $56.17 $207,156 - $232,487
4,139 Added 2.87%
148,562 $8.34 Million
Q4 2023

Feb 14, 2024
BUY
$43.44 - $52.04 $173,021 - $207,275
3,983 Added 2.84%
144,423 $7.46 Million
Q3 2023

Nov 09, 2023
BUY
$45.58 - $49.58 $431,460 - $469,324
9,466 Added 7.23%
140,440 $6.45 Million
Q2 2023

Jul 07, 2023
BUY
$42.83 - $47.25 $210,595 - $232,328
4,917 Added 3.9%
130,974 $6.17 Million
Q1 2023

Apr 05, 2023
SELL
$42.66 - $48.92 $77,470 - $88,838
-1,816 Reduced 1.42%
126,057 $5.66 Million
Q4 2022

Feb 10, 2023
SELL
$39.34 - $47.06 $246,937 - $295,395
-6,277 Reduced 4.68%
127,873 $5.62 Million
Q3 2022

Oct 21, 2022
BUY
$38.88 - $46.42 $204,819 - $244,540
5,268 Added 4.09%
134,150 $0
Q2 2022

Jul 11, 2022
BUY
$40.42 - $49.12 $1.62 Million - $1.97 Million
40,082 Added 45.14%
128,882 $5.27 Million
Q1 2022

Apr 07, 2022
BUY
$46.62 - $52.79 $4.14 Million - $4.69 Million
88,800 New
88,800 $4.35 Million

Others Institutions Holding RDVY

# of Institutions
625
Shares Held
148M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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