Shelton Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Shelton Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Shelton Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 100,352 shares of RDVY stock, worth $5.54 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
100,352
Previous 107,672
6.8%
Holding current value
$5.54 Million
Previous $5.56 Million
1.31%
% of portfolio
3.57%
Previous 3.96%
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$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$777 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$472 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$319 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$256 Million0.02% of portfolio