New Edge Wealth, LLC First Trust Rising Dividend Ac Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, New Edge Wealth, LLC holds 61,766 shares of RDVY stock, worth $3.87 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
61,766
Previous 62,734
1.54%
Holding current value
$3.87 Million
Previous $3.52 Million
4.03%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio