Sky Oak Wealth, LLC First Trust Rising Dividend Ac Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
A detailed history of Sky Oak Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,733 shares of RDVY stock, worth $220,172. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,733
Previous 3,803
1.84%
Holding current value
$220,172
Previous $208,000
6.25%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$912 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio