Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 50,283 shares of RDVY stock, worth $3.1 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
50,283
Previous 55,048
8.66%
Holding current value
$3.1 Million
Previous $3.01 Billion
1.21%
% of portfolio
2.37%
Previous 2.08%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.25 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$954 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$536 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$434 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$420 Million0.31% of portfolio