Merkkuri Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Merkkuri Wealth Advisors LLC
- $117 Billion
- Q1 2025
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 10,368 shares of RDVY stock, worth $570,654. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,368
Previous 10,410
0.4%
Holding current value
$570,654
Previous $616 Million
1.42%
% of portfolio
0.52%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
173MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.17 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$894 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$552 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$496 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$387 Million0.57% of portfolio