Confluence Wealth Services, Inc. First Trust Rising Dividend Ac Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 15,949 shares of RDVY stock, worth $925,520. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,949
Previous 7,258
119.74%
Holding current value
$925,520
Previous $407,000
114.5%
% of portfolio
0.07%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio