Bernard Wealth Management Corp. First Trust Rising Dividend Ac Transaction History
Bernard Wealth Management Corp.
- $246 Billion
- Q4 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 42 shares of RDVY stock, worth $2,811. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$2,811
Previous $2.81 Million
3.59%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
747Shares 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