Merkkuri Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 12,074 shares of RDVY stock, worth $720,576. This represents 0.56% of its overall portfolio holdings.
Number of Shares
12,074
Previous 12,380
2.47%
Holding current value
$720,576
Previous $678 Million
5.47%
% of portfolio
0.56%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
574Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.16 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$893 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio