Carolinas Wealth Consulting LLC First Trust Rising Dividend Ac Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 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 311 shares of RDVY stock, worth $19,617. This represents 0.0% of its overall portfolio holdings.
Number of Shares
311
Previous 309
0.65%
Holding current value
$19,617
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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