Spire Wealth Management First Trust Rising Dividend Ac Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Spire Wealth Management holds 87,530 shares of RDVY stock, worth $5.48 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
87,530
Previous 84,143
4.03%
Holding current value
$5.48 Million
Previous $4.98 Million
3.89%
% of portfolio
0.17%
Previous 0.17%
Shares
17 transactions
Others Institutions Holding RDVY
# of Institutions
675Shares Held
169MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.02 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$628 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$564 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio