Wealth Trust Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Wealth Trust Asset Management, LLC
- $137 Million
- Q4 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 9,282 shares of RDVY stock, worth $538,820. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,282
Previous 6,627
40.06%
Holding current value
$538,820
Previous $392,000
39.8%
% of portfolio
0.4%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio