Ever Source Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,498 shares of RDVY stock, worth $157,573. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,498
Previous 3,145
20.57%
Holding current value
$157,573
Previous $172,000
14.53%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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