Sweet Financial Partners, LLC First Trust Rising Dividend Ac Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 386,015 shares of RDVY stock, worth $24.6 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
386,015
Previous 393,936
2.01%
Holding current value
$24.6 Million
Previous $21.6 Million
5.97%
% of portfolio
5.11%
Previous 5.09%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$985 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$553 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio