Topsail Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 17,005 shares of RDVY stock, worth $969,625. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,005
Previous 15,982
6.4%
Holding current value
$969,625
Previous $945 Million
5.19%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
694Shares Held
180MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.35 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$954 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$627 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$543 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio