Mattern Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mattern Wealth Management LLC holds 61,401 shares of RDVY stock, worth $3.56 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
61,401
Previous 61,401
-0.0%
Holding current value
$3.56 Million
Previous $3.45 Million
2.52%
% of portfolio
0.84%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio