Morey & Quinn Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Morey & Quinn Wealth Partners, LLC
- $121 Billion
- Q1 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 21,885 shares of RDVY stock, worth $1.25 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
21,885
Previous 21,677
0.96%
Holding current value
$1.25 Million
Previous $1.28 Billion
0.07%
% of portfolio
1.06%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
693Shares Held
177MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.35 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio