Genesis Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 95,219 shares of RDVY stock, worth $5.92 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
95,219Holding current value
$5.92 Million% of portfolio
3.1%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
615Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.26 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$961 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$540 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$437 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$337 Million0.03% of portfolio