Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History
Sfg Wealth Management, Llc.
- $163 Million
- Q1 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 8,477 shares of RDVY stock, worth $461,487. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,477
Previous 7,868
7.74%
Holding current value
$461,487
Previous $406,000
17.24%
% of portfolio
0.29%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio