Blue Chip Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 81,287 shares of RDVY stock, worth $4.84 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
81,287
Previous 75,622
7.49%
Holding current value
$4.84 Million
Previous $4.25 Billion
4.77%
% of portfolio
2.62%
Previous 2.74%
Shares
3 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