Tcfg Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 41,965 shares of RDVY stock, worth $2.82 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
41,965
Previous 42,404
1.04%
Holding current value
$2.82 Million
Previous $2.48 Billion
6.07%
% of portfolio
1.19%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
715Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.74 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.13 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$754 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$663 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$476 Million0.11% of portfolio