Blue Bell Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,116 shares of RDVY stock, worth $132,736. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,116
Previous 2,041
3.67%
Holding current value
$132,736
Previous $111,000
12.61%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio