Marshall & Sterling Wealth Advisors Inc. First Trust Rising Dividend Ac Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 647 shares of RDVY stock, worth $40,922. This represents 0.03% of its overall portfolio holdings.
Number of Shares
647Holding current value
$40,922% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
679Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.35 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$1.03 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$634 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$570 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$444 Million0.57% of portfolio