Congress Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Congress Wealth Management LLC holds 196,566 shares of RDVY stock, worth $13.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
196,566Holding current value
$13.2 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio