Carolinas Wealth Consulting LLC First Trust Rising Dividend Ac Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 308 shares of RDVY stock, worth $17,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 307
0.33%
Holding current value
$17,528
Previous $15,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
554Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.06 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$802 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$487 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$391 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$264 Million0.02% of portfolio