Cyndeo Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,597 shares of RDVY stock, worth $439,866. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,597
Previous 6,310
20.4%
Holding current value
$439,866
Previous $373,000
20.38%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.23 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$940 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$581 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$522 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$407 Million0.57% of portfolio