Western Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Western Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Western Wealth Management, LLC holds 362,414 shares of RDVY stock, worth $20.6 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
362,414
Previous 359,264
0.88%
Holding current value
$20.6 Million
Previous $20.2 Million
1.67%
% of portfolio
1.49%
Previous 1.58%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.1 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$849 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$497 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$390 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$287 Million0.02% of portfolio