Atlas Wealth LLC First Trust Rising Dividend Ac Transaction History
Atlas Wealth LLC
- $178 Million
- Q4 2024
A detailed history of Atlas Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Wealth LLC holds 27,328 shares of RDVY stock, worth $1.73 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
27,328
Previous 20,808
31.33%
Holding current value
$1.73 Million
Previous $1.23 Billion
99.87%
% of portfolio
0.91%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
679Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.35 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.03 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$634 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$570 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$444 Million0.57% of portfolio