Jfg Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Jfg Wealth Management, LLC
- $364 Million
- Q3 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 6,591 shares of RDVY stock, worth $400,666. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,591Holding current value
$400,666% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.24 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$940 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$528 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$427 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$414 Million0.31% of portfolio