Blue Bell Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,116 shares of RDVY stock, worth $132,186. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,116
Previous 2,041
3.67%
Holding current value
$132,186
Previous $111,000
12.61%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
637Shares Held
150MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$966 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$542 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio