Liberty Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$29.39 - $32.57 $29 - $32	-1 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$28.54 - $31.76 $28 - $31	1 New	1 $0

Others Institutions Holding RDVY

# of Institutions

590

Shares Held

151M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15M
Shares

$939 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$549 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$441 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$427 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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