Iams Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Iams Wealth Management, LLC holds 24,612 shares of RDVY stock, worth $1.46 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
24,612
Previous 28,638
14.06%
Holding current value
$1.46 Million
Previous $1.51 Billion
10.58%
% of portfolio
0.74%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
565Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$890 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$409 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$301 Million0.02% of portfolio