Lineweaver Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Lineweaver Wealth Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 56,676 shares of RDVY stock, worth $3.4 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
56,676
Previous 57,289
1.07%
Holding current value
$3.4 Million
Previous $3.14 Million
6.98%
% of portfolio
0.68%
Previous 0.69%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.22 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$927 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$520 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio