Orba Wealth Advisors, L.L.C. First Trust Rising Dividend Ac Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 89,922 shares of RDVY stock, worth $4.98 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
89,922
Previous 79,681
12.85%
Holding current value
$4.98 Million
Previous $4.71 Billion
11.71%
% of portfolio
2.65%
Previous 2.46%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
697Shares Held
173MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.18 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$899 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$555 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$499 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$389 Million0.57% of portfolio