Maia Wealth LLC First Trust Rising Dividend Ac Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

A detailed history of Maia Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Maia Wealth LLC holds 12,060 shares of RDVY stock, worth $760,744. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,060

Holding current value

$760,744

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$53.68 - $59.24 $647,380 - $714,434	12,060 New	12,060 $717 Million

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$975 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$548 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$443 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$429 Million
0.31% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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