Harvest Group Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 89,741 shares of RDVY stock, worth $5.26 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
89,741
Previous 92,318
2.79%
Holding current value
$5.26 Million
Previous $4.05 Million
0.69%
% of portfolio
2.62%
Previous 2.79%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
691Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.25 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$951 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$588 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$528 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$412 Million0.57% of portfolio