Bar Harbor Wealth Management First Trust Rising Dividend Ac Transaction History
Bar Harbor Wealth Management
- $1.6 Billion
- Q3 2025
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 5,920 shares of RDVY stock, worth $394,153. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,920
              Previous 6,145
              
        
           3.66%
        
      
          
        Holding current value
$394,153
            Previous $385,000
            
        
           3.38%
        
      
          
        % of portfolio
0.02%
            Previous 0.03%
          
        Shares
	  4 transactions
	
  Others Institutions Holding RDVY
# of Institutions
726Shares Held
190MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
- 
    
      Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio