Accel Wealth Management First Trust Rising Dividend Ac Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
A detailed history of Accel Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Accel Wealth Management holds 45,545 shares of RDVY stock, worth $2.81 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
45,545
Previous 44,244
2.94%
Holding current value
$2.81 Million
Previous $2.42 Million
11.31%
% of portfolio
1.02%
Previous 1.0%
Shares
16 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
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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