Denver Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Denver Wealth Management, Inc.
- $185 Million
- Q2 2024
A detailed history of Denver Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 121,617 shares of RDVY stock, worth $7.24 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
121,617
Previous 115,462
5.33%
Holding current value
$7.24 Million
Previous $6.49 Million
2.67%
% of portfolio
3.6%
Previous 3.57%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
565Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$890 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$409 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$301 Million0.02% of portfolio