Genesis Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 95,219 shares of RDVY stock, worth $6.04 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
95,219Holding current value
$6.04 Million% of portfolio
3.1%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
681Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.35 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$1.03 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$636 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$571 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$445 Million0.57% of portfolio