Envision Financial LLC First Trust Rising Dividend Ac Transaction History
Envision Financial LLC
- $174 Billion
- Q3 2025
A detailed history of Envision Financial LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Envision Financial LLC holds 80,675 shares of RDVY stock, worth $5.4 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
80,675
Previous 69,542
16.01%
Holding current value
$5.4 Million
Previous $4.36 Billion
24.37%
% of portfolio
3.11%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares 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