Keebeck Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Keebeck Wealth Management, LLC
- $671 Million
- Q2 2024
A detailed history of Keebeck Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 5,832 shares of RDVY stock, worth $365,841. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,832
Previous 5,850
0.31%
Holding current value
$365,841
Previous $328,000
2.74%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio