Denver Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Denver Wealth Management, Inc.
- $225 Million
- Q2 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 146,810 shares of RDVY stock, worth $9.63 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
146,810
Previous 123,630
18.75%
Holding current value
$9.63 Million
Previous $7.24 Million
27.26%
% of portfolio
4.08%
Previous 3.53%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
710Shares Held
189MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.7 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.1 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$734 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$646 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$464 Million0.11% of portfolio