Confluence Wealth Services, Inc. First Trust Rising Dividend Ac Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 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 13,621 shares of RDVY stock, worth $807,589. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,621
Previous 15,949
14.6%
Holding current value
$807,589
Previous $873,000
7.67%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$917 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$515 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$403 Million0.31% of portfolio