Synergy Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,505 shares of RDVY stock, worth $155,535. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,505Holding current value
$155,535% of portfolio
0.01%Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
642Shares Held
161MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.26 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$960 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$623 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$539 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$436 Million0.57% of portfolio