Freedom Wealth Alliance, LLC First Trust Rising Dividend Ac Transaction History
Freedom Wealth Alliance, LLC
- $60.8 Billion
- Q3 2023
A detailed history of Freedom Wealth Alliance, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 15,662 shares of RDVY stock, worth $979,501. This represents 1.18% of its overall portfolio holdings.
Number of Shares
15,662
Previous 15,218
2.92%
Holding current value
$979,501
Previous $736 Million
2.27%
% of portfolio
1.18%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
632Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio