Measured Wealth Private Client Group, LLC First Trust Rising Dividend Ac Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$24.76 - $31.67 $3,590 - $4,592	-145 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$29.72 - $31.91 $4,309 - $4,626	145 New	145 $5,000

Others Institutions Holding RDVY

# of Institutions

608

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.26 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$961 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$539 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$437 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$423 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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