Evolution Wealth Management Inc. First Trust Rising Dividend Ac Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 6,107 shares of RDVY stock, worth $408,741. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,107
Previous 6,107
-0.0%
Holding current value
$408,741
Previous $383 Million
7.2%
% of portfolio
0.42%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio