Denver Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Denver Wealth Management, Inc.
- $205 Million
- Q1 2025
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 123,630 shares of RDVY stock, worth $7.9 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
123,630
Previous 124,146
0.42%
Holding current value
$7.9 Million
Previous $7.34 Million
1.42%
% of portfolio
3.53%
Previous 3.55%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
708Shares Held
182MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.07 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$703 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$608 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$449 Million0.57% of portfolio