Mbe Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Mbe Wealth Management, LLC
- $175 Million
- Q3 2024
A detailed history of Mbe Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 3,894 shares of RDVY stock, worth $249,449. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,894
Previous 3,894
-0.0%
Holding current value
$249,449
Previous $213,000
7.98%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$990 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$556 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$450 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio