Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 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 11,270 shares of RDVY stock, worth $706,967. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,270
Previous 10,582
6.5%
Holding current value
$706,967
Previous $579,000
15.2%
% of portfolio
0.37%
Previous 0.35%
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