Whipplewood Advisors, LLC First Trust Rising Dividend Ac Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 31,681 shares of RDVY stock, worth $1.81 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
31,681
Previous 4,907
545.63%
Holding current value
$1.81 Million
Previous $290 Million
1.01%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
693Shares Held
177MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.35 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio