Holistic Financial Partners First Trust Rising Dividend Ac Transaction History
Holistic Financial Partners
- $262 Million
- Q4 2025
A detailed history of Holistic Financial Partners transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Holistic Financial Partners holds 44,165 shares of RDVY stock, worth $2.96 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
44,165Holding current value
$2.96 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
746Shares 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