Simplicity Wealth,Llc First Trust Rising Dividend Ac Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Simplicity Wealth,Llc holds 19,863 shares of RDVY stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,863
Previous 18,208
9.09%
Holding current value
$1.15 Million
Previous $1.02 Million
6.36%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio