World Equity Group, Inc. First Trust Rising Dividend Ac Transaction History

World Equity Group, Inc.

$466 Billion
Q4 2024

A detailed history of World Equity Group, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, World Equity Group, Inc. holds 39,098 shares of RDVY stock, worth $2.44 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

39,098

Previous 44,992 13.1%

Holding current value

$2.44 Million

Previous $2.66 Billion 13.2%

% of portfolio

0.5%

Previous 0.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $345,683 - $379,396	-5,894 Reduced 13.1%	39,098 $2.31 Billion
Q3 2024 Oct 29, 2024	BUY	$53.68 - $59.24 $326,911 - $360,771	6,090 Added 15.65%	44,992 $2.66 Billion
Q2 2024 Jul 18, 2024	BUY	$53.05 - $55.95 $424 - $447	8 Added 0.02%	38,902 $2.13 Billion
Q1 2024 Jul 18, 2024	BUY	$50.05 - $56.17 $1.95 Million - $2.18 Million	38,894 New	38,894 $2.18 Billion
Q4 2023 Jul 22, 2024	BUY	$43.44 - $52.04 $45,438 - $54,433	1,046 Added 1.62%	65,478 $3.41 Billion
Q3 2023 Jul 22, 2024	BUY	$45.58 - $49.58 $1.16 Million - $1.27 Million	25,530 Added 65.63%	64,432 $2.96 Billion
Q2 2022 Sep 06, 2024	SELL	$40.42 - $49.12 $1.08 Million - $1.31 Million	-26,722 Closed	0 $0
Q1 2022 Sep 06, 2024	SELL	$46.62 - $52.79 $567,831 - $642,982	-12,180 Reduced 31.31%	26,722 $1.31 Billion

Others Institutions Holding RDVY

# of Institutions

637

Shares Held

150M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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World Equity Group, Inc. First Trust Rising Dividend Ac Transaction History