Trueblood Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 5,850 shares of RDVY stock, worth $319,468. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,850
Previous 7,896
25.91%
Holding current value
$319,468
Previous $408 Million
19.46%
% of portfolio
0.19%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio