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 $928,599. This represents 1.18% of its overall portfolio holdings.
Number of Shares
15,662
Previous 15,218
2.92%
Holding current value
$928,599
Previous $736 Million
2.27%
% of portfolio
1.18%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall 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$917 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$515 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$403 Million0.31% of portfolio