Legacy Investment Solutions, LLC First Trust Rising Dividend Ac Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 2024
A detailed history of Legacy Investment Solutions, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 16,314 shares of RDVY stock, worth $930,224. This represents 0.69% of its overall portfolio holdings.
Number of Shares
16,314
Previous 5,145
217.08%
Holding current value
$930,224
Previous $304,000
217.11%
% of portfolio
0.69%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
692Shares Held
174MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio