Modern Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modern Wealth Management, LLC holds 49,950 shares of RDVY stock, worth $3.12 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
49,950Holding current value
$3.12 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
650Shares Held
162MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
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Morgan Stanley New York, NY15.5MShares$965 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$626 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$542 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio