Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
A detailed history of Sfg Wealth Management, Llc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 13,004 shares of RDVY stock, worth $771,657. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,004
Previous 11,270
15.39%
Holding current value
$771,657
Previous $667,000
15.29%
% of portfolio
0.42%
Previous 0.37%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.26 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$964 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$595 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$535 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio