Kingswood Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,573 shares of RDVY stock, worth $307,518. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,573
Previous 5,387
3.45%
Holding current value
$307,518
Previous $303 Million
0.84%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$777 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$472 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$319 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$256 Million0.02% of portfolio