Members Wealth LLC First Trust Rising Dividend Ac Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Members Wealth LLC holds 4,425 shares of RDVY stock, worth $258,597. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,425

Holding current value

$258,597

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$58.65 - $64.37 $259,526 - $284,837	4,425 New	4,425 $272 Million

Others Institutions Holding RDVY

# of Institutions

690

Shares Held

170M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.25 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$949 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$586 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$526 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$411 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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