Wealthsource Partners, LLC First Trust Rising Dividend Ac Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealthsource Partners, LLC holds 71,359 shares of RDVY stock, worth $4.25 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
71,359
Previous 77,689
8.15%
Holding current value
$4.25 Million
Previous $3.57 Million
3.31%
% of portfolio
0.24%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding RDVY
# of Institutions
565Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$890 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$409 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$301 Million0.02% of portfolio