Affinity Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Affinity Wealth Management LLC
- $490 Million
- Q1 2024
A detailed history of Affinity Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Affinity Wealth Management LLC holds 437,256 shares of RDVY stock, worth $23.9 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
437,256
Previous 432,064
1.2%
Holding current value
$23.9 Million
Previous $22.3 Million
10.02%
% of portfolio
5.01%
Previous 4.8%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio