Root Financial Partners, LLC First Trust Rising Dividend Ac Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Root Financial Partners, LLC holds 23,007 shares of RDVY stock, worth $1.31 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,007
Previous 26,603
13.52%
Holding current value
$1.31 Million
Previous $1.57 Billion
14.39%
% of portfolio
0.14%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
694Shares Held
180MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.35 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$954 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