Le Clair Wealth Partners LLC First Trust Rising Dividend Ac Transaction History
Le Clair Wealth Partners LLC
- $150 Billion
- Q4 2024
A detailed history of Le Clair Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 165,445 shares of RDVY stock, worth $10.5 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
165,445Holding current value
$10.5 Million% of portfolio
6.52%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
680Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.35 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.03 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$636 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$571 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$445 Million0.57% of portfolio