Keystone Financial Services, LLC First Trust Rising Dividend Ac Transaction History
Keystone Financial Services, LLC
- $143 Billion
- Q3 2025
A detailed history of Keystone Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Keystone Financial Services, LLC holds 14,688 shares of RDVY stock, worth $983,067. This represents 0.69% of its overall portfolio holdings.
Number of Shares
14,688
Previous 14,806
0.8%
Holding current value
$983,067
Previous $929 Million
6.35%
% of portfolio
0.69%
Previous 0.71%
Shares
4 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