Level Four Advisory Services, LLC First Trust Rising Dividend Ac Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 157,437 shares of RDVY stock, worth $10.5 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
157,437
Previous 107,003
47.13%
Holding current value
$10.5 Million
Previous $6.71 Million
57.74%
% of portfolio
0.4%
Previous 0.27%
Shares
20 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