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 $198,462. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,420

Holding current value

$198,462

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$58.65 - $64.37 $200,583 - $220,145	3,420 New	3,420 $202,000

Others Institutions Holding RDVY

# of Institutions

690

Shares Held

170M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.24 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$943 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$582 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$523 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$408 Million
0.57% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Lifeworks Advisors, LLC First Trust Rising Dividend Ac Transaction History