True Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, True Wealth Advisors, LLC holds 23,153 shares of RDVY stock, worth $1.27 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
23,153
Previous 21,393
8.23%
Holding current value
$1.27 Million
Previous $1.11 Million
17.65%
% of portfolio
0.54%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$774 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$470 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio