1776 Wealth LLC First Trust Rising Dividend Ac Transaction History
1776 Wealth LLC
- $213 Million
- Q3 2024
A detailed history of 1776 Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, 1776 Wealth LLC holds 6,785 shares of RDVY stock, worth $425,623. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,785
Previous 7,389
8.17%
Holding current value
$425,623
Previous $404,000
0.74%
% of portfolio
0.19%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio