Wealth Shield Partners, LLC First Trust Rising Dividend Ac Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 600 shares of RDVY stock, worth $38,472. This represents 0.0% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$38,472
Previous $32,000
9.38%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$991 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$557 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$451 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio