Heritage Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,671 shares of RDVY stock, worth $289,461. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,671Holding current value
$289,461% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
698Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.47 Billion0.56% of portfolio
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Morgan Stanley New York, NY16.7MShares$1.04 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11MShares$682 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA9.52MShares$590 Million0.13% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$435 Million0.57% of portfolio