Ica Group Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 42,868 shares of RDVY stock, worth $2.7 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
42,868
Previous 136,597
68.62%
Holding current value
$2.7 Million
Previous $7.67 Million
69.41%
% of portfolio
1.43%
Previous 1.56%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio