Executive Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Executive Wealth Management, LLC holds 3,881 shares of RDVY stock, worth $242,834. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,881
Previous 3,881
-0.0%
Holding current value
$242,834
Previous $229,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
625Shares Held
148MCall 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$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio