Talon Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Talon Private Wealth, LLC
- $270 Million
- Q4 2024
A detailed history of Talon Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Talon Private Wealth, LLC holds 116,915 shares of RDVY stock, worth $6.78 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
116,915Holding current value
$6.78 Million% of portfolio
2.56%Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
689Shares Held
171MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio