Strategies Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,987 shares of RDVY stock, worth $249,067. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,987
Previous 3,974
0.33%
Holding current value
$249,067
Previous $218 Million
8.5%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
637Shares Held
150MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$966 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$542 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio