Daymark Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
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 208,328 shares of RDVY stock, worth $13.9 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
208,328
Previous 189,775
9.78%
Holding current value
$13.9 Million
Previous $11.9 Million
17.69%
% of portfolio
0.5%
Previous 0.48%
Shares
12 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
-
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