Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 56,641 shares of RDVY stock, worth $3.09 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
56,641
Previous 40,059
41.39%
Holding current value
$3.09 Million
Previous $2.07 Billion
53.7%
% of portfolio
2.34%
Previous 1.76%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$768 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio