Guided Capital Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Guided Capital Wealth Management, LLC
- $120 Billion
- Q1 2025
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 136,030 shares of RDVY stock, worth $7.76 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
136,030
Previous 132,926
2.34%
Holding current value
$7.76 Million
Previous $7.86 Billion
1.3%
% of portfolio
6.65%
Previous 7.2%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
693Shares Held
174MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio