Catalyst Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 49,215 shares of RDVY stock, worth $3.14 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
49,215
Previous 56,093
12.26%
Holding current value
$3.14 Million
Previous $2.46 Billion
10.36%
% of portfolio
2.07%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$985 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$553 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio