Legacy Capital Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Legacy Capital Wealth Partners, LLC
- $381 Million
- Q2 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 194,507 shares of RDVY stock, worth $11.3 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
194,507Holding current value
$11.3 Million% of portfolio
2.8%Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
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Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
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Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio