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 $855,301. This represents 1.18% of its overall portfolio holdings.
Number of Shares
15,662
Previous 15,218
2.92%
Holding current value
$855,301
Previous $736 Million
2.27%
% of portfolio
1.18%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio