Blue Rock Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Blue Rock Wealth Management LLC
- $161 Billion
- Q3 2025
A detailed history of Blue Rock Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 4,285 shares of RDVY stock, worth $286,795. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,285
Previous 11,333
62.19%
Holding current value
$286,795
Previous $663 Million
56.56%
% of portfolio
0.18%
Previous 0.56%
Shares
3 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