Acorn Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,284 shares of RDVY stock, worth $353,658. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,284
Previous 3,648
44.85%
Holding current value
$353,658
Previous $228,000
55.7%
% of portfolio
0.12%
Previous 0.09%
Shares
4 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