Ep Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,634 shares of RDVY stock, worth $152,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,634

Holding current value

$152,851

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$58.65 - $64.37 $154,484 - $169,550	2,634 New	2,634 $155,000

Others Institutions Holding RDVY

# of Institutions

691

Shares Held

170M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.24 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$943 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$582 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$523 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$408 Million
0.57% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Ep Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History