Executive Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Executive Wealth Management, LLC holds 3,881 shares of RDVY stock, worth $231,773. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,881
Previous 3,881
-0.0%
Holding current value
$231,773
Previous $229,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
147MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$923 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$324 Million0.03% of portfolio