Rfg Bristol Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 51,985 shares of RDVY stock, worth $2.96 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
51,985
Previous 30,183
72.23%
Holding current value
$2.96 Million
Previous $1.79 Billion
70.49%
% of portfolio
1.02%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
692Shares Held
178MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.35 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$627 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$543 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio