Bar Harbor Wealth Management First Trust Rising Dividend Ac Transaction History
Bar Harbor Wealth Management
- $1.6 Billion
- Q3 2025
A detailed history of Bar Harbor Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bar Harbor Wealth Management holds 5,920 shares of RDVY stock, worth $396,225. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,920
Previous 6,145
3.66%
Holding current value
$396,225
Previous $385,000
3.38%
% of portfolio
0.02%
Previous 0.03%
Shares
4 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