Envision Financial LLC First Trust Rising Dividend Ac Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
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 59,154 shares of RDVY stock, worth $3.58 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
59,154Holding current value
$3.58 Million% of portfolio
2.8%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
614Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.23 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$936 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$526 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$328 Million0.03% of portfolio