Strategies Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Strategies Wealth Advisors, LLC
- $687 Billion
- Q2 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,974 shares of RDVY stock, worth $225,484. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,974
Previous 4,317
7.95%
Holding current value
$225,484
Previous $242 Million
10.26%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.1 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$849 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$497 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$390 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$287 Million0.02% of portfolio