Summit Financial, LLC First Trust Rising Dividend Ac Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Summit Financial, LLC holds 142,590 shares of RDVY stock, worth $9.54 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
142,590Holding current value
$9.54 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio