New Edge Wealth, LLC First Trust Rising Dividend Ac Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 60,571 shares of RDVY stock, worth $3.88 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
60,571
Previous 61,766
1.93%
Holding current value
$3.88 Million
Previous $3.38 Million
6.06%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$991 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$557 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$451 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio