Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 55,048 shares of RDVY stock, worth $3.29 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
55,048
Previous 56,641
2.81%
Holding current value
$3.29 Million
Previous $3.18 Billion
5.27%
% of portfolio
2.08%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.16 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$893 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio