M Holdings Securities, Inc. First Trust Rising Dividend Ac Transaction History
M Holdings Securities, Inc.
- $595 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$773 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$469 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
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Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio