San Luis Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
A detailed history of San Luis Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 56,304 shares of RDVY stock, worth $3.53 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
56,304
Previous 49,324
14.15%
Holding current value
$3.53 Million
Previous $2.7 Million
23.48%
% of portfolio
0.69%
Previous 0.65%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio