Catalyst Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 49,215 shares of RDVY stock, worth $2.7 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
49,215
Previous 56,093
12.26%
Holding current value
$2.7 Million
Previous $2.46 Billion
10.36%
% of portfolio
2.07%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$773 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$469 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio