Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History
Northwest Financial Advisors
- $121 Billion
- Q1 2025
A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 44,294 shares of RDVY stock, worth $2.45 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
44,294
Previous 54,223
18.31%
Holding current value
$2.45 Million
Previous $3.21 Billion
19.14%
% of portfolio
2.15%
Previous 2.65%
Shares
8 transactions
Others Institutions Holding RDVY
# of Institutions
694Shares Held
172MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.18 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$899 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$555 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$499 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$389 Million0.57% of portfolio