Jfg Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
A detailed history of Jfg Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 6,324 shares of RDVY stock, worth $383,424. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,324
Previous 6,591
4.05%
Holding current value
$383,424
Previous $390,000
4.1%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.29 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$985 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$608 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio