National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,041 shares of RDVY stock, worth $512,372. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,041
Previous 4,459
80.33%
Holding current value
$512,372
Previous $244 Million
95.01%
% of portfolio
0.32%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares 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
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio