Blue Chip Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 79,331 shares of RDVY stock, worth $4.97 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
79,331
Previous 81,287
2.41%
Holding current value
$4.97 Million
Previous $4.45 Billion
5.54%
% of portfolio
2.46%
Previous 2.62%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
617Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$969 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$544 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$340 Million0.03% of portfolio