Guided Capital Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Guided Capital Wealth Management, LLC
- $109 Billion
- Q4 2024
A detailed history of Guided Capital Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 132,926 shares of RDVY stock, worth $8.32 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
132,926Holding current value
$8.32 Million% of portfolio
7.2%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