Affinity Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Affinity Wealth Management LLC
- $511 Million
- Q4 2024
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 524,540 shares of RDVY stock, worth $30.4 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
524,540
Previous 525,929
0.26%
Holding current value
$30.4 Million
Previous $31.1 Million
0.38%
% of portfolio
6.07%
Previous 6.12%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
691Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio