Wetzel Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 215 shares of RDVY stock, worth $12,199. This represents 0.01% of its overall portfolio holdings.
Number of Shares
215
Previous 215
-0.0%
Holding current value
$12,199
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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