Affinity Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Affinity Wealth Management LLC
- $483 Million
- Q1 2025
A detailed history of Affinity Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Affinity Wealth Management LLC holds 662,153 shares of RDVY stock, worth $36.9 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
662,153
Previous 524,540
26.23%
Holding current value
$36.9 Million
Previous $31 Million
23.86%
% of portfolio
7.96%
Previous 6.07%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
173MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.19 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$906 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$560 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$503 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$392 Million0.57% of portfolio