Navis Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Navis Wealth Advisors, LLC
- $86.8 Million
- Q2 2024
A detailed history of Navis Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,428 shares of RDVY stock, worth $321,554. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,428Holding current value
$321,554% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
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Morgan Stanley New York, NY15MShares$886 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA8.76MShares$519 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$407 Million0.54% of portfolio
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Bank Of America Corp Charlotte, NC5.05MShares$299 Million0.02% of portfolio