Wcg Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 21,564 shares of RDVY stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
21,564
Previous 19,676
9.6%
Holding current value
$1.25 Million
Previous $1.11 Million
6.88%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio