Robertson Stephens Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,966 shares of RDVY stock, worth $255,053. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,966Holding current value
$255,053% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
702Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.52 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.08 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$708 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$612 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$452 Million0.57% of portfolio