Holos Integrated Wealth LLC First Trust Rising Dividend Ac Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 1,076 shares of RDVY stock, worth $68,724. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,076
Previous 1,076
-0.0%
Holding current value
$68,724
Previous $63.6 Million
1.02%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
708Shares Held
182MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.07 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$703 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$608 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$449 Million0.57% of portfolio