Summit Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,641 shares of RDVY stock, worth $334,454. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,641Holding current value
$334,454% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$917 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$515 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$403 Million0.31% of portfolio