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 $5.96 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
95,219Holding current value
$5.96 Million% of portfolio
3.1%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
629Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio