Wealth Trust Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Wealth Trust Asset Management, LLC
- $131 Million
- Q1 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 6,293 shares of RDVY stock, worth $359,015. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,293
Previous 5,425
16.0%
Holding current value
$359,015
Previous $280,000
26.07%
% of portfolio
0.27%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
552Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.07 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$804 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$488 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$392 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$265 Million0.02% of portfolio