National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 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 4,459 shares of RDVY stock, worth $258,755. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,459
Previous 4,967
10.23%
Holding current value
$258,755
Previous $279 Million
12.5%
% of portfolio
0.19%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio