Castle Rock Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Castle Rock Wealth Management, LLC
- $388 Million
- Q2 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 51,126 shares of RDVY stock, worth $3 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
51,126
Previous 51,193
0.13%
Holding current value
$3 Million
Previous $2.88 Million
2.64%
% of portfolio
0.72%
Previous 0.78%
Shares
22 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$404 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$297 Million0.02% of portfolio