Northwest Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
582Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.16 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$894 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA8.76MShares$523 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio