Denver Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Denver Wealth Management, Inc.
- $200 Million
- Q3 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 122,068 shares of RDVY stock, worth $7.7 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
122,068
Previous 121,617
0.37%
Holding current value
$7.7 Million
Previous $6.66 Million
8.55%
% of portfolio
3.61%
Previous 3.6%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio