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 $998,579. This represents 0.69% of its overall portfolio holdings.
Number of Shares
16,314
Previous 5,145
217.08%
Holding current value
$998,579
Previous $304,000
217.11%
% of portfolio
0.69%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
681Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.3 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$994 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$614 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$551 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$430 Million0.57% of portfolio