Valued Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 94 shares of RDVY stock, worth $6,291. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94
Previous 94
-0.0%
Holding current value
$6,291
Previous $5.88 Million
7.44%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
748Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio