Cyndeo Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,116 shares of RDVY stock, worth $304,402. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,116
Previous 61,182
91.64%
Holding current value
$304,402
Previous $3.44 Million
91.85%
% of portfolio
0.02%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
565Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$890 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$409 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$301 Million0.02% of portfolio