Daymark Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 92,077 shares of RDVY stock, worth $5.44 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
92,077
Previous 84,505
8.96%
Holding current value
$5.44 Million
Previous $4.63 Million
17.83%
% of portfolio
0.18%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding RDVY
# of Institutions
583Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$883 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$517 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$415 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$402 Million0.31% of portfolio