Bar Harbor Wealth Management First Trust Rising Dividend Ac Transaction History
Bar Harbor Wealth Management
- $1.55 Billion
- Q3 2024
A detailed history of Bar Harbor Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bar Harbor Wealth Management holds 5,258 shares of RDVY stock, worth $331,674. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,258
Previous 5,273
0.28%
Holding current value
$331,674
Previous $288,000
7.99%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio