Ima Wealth, Inc. First Trust Rising Dividend Ac Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ima Wealth, Inc. holds 224 shares of RDVY stock, worth $13,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares

224

Holding current value

$13,475

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$57.22 - $63.39 $12,817 - $14,199	224 New	224 $13,000

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

180M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.42 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.01 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$662 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$573 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$423 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account