Lifeworks Advisors, LLC First Trust Rising Dividend Ac Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 3,420 shares of RDVY stock, worth $214,228. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,420Holding current value
$214,228% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
675Shares Held
169MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$1.02 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$628 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$564 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio