Weitzel Financial Services, Inc. First Trust Rising Dividend Ac Transaction History
Weitzel Financial Services, Inc.
- $201 Million
- Q2 2024
A detailed history of Weitzel Financial Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 148,846 shares of RDVY stock, worth $8.77 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
148,846
Previous 148,562
0.19%
Holding current value
$8.77 Million
Previous $8.34 Million
2.34%
% of portfolio
4.06%
Previous 4.19%
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$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$882 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$405 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$298 Million0.02% of portfolio