Balance Wealth, LLC First Trust Rising Dividend Ac Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Balance Wealth, LLC holds 7,631 shares of RDVY stock, worth $459,080. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,631

Holding current value

$459,080

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$57.22 - $63.39 $436,645 - $483,729	7,631 New	7,631 $447 Million

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

181M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.42 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.01 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$662 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$573 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$423 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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