Shelton Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Shelton Wealth Management, LLC
- $188 Million
- Q4 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 64,281 shares of RDVY stock, worth $3.83 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
64,281
Previous 73,024
11.97%
Holding current value
$3.83 Million
Previous $4.32 Million
12.07%
% of portfolio
2.02%
Previous 2.41%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.27 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$968 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$598 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$537 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio