Proactive Wealth Strategies LLC First Trust Rising Dividend Ac Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 62,554 shares of RDVY stock, worth $3.75 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
62,554Holding current value
$3.75 Million% of portfolio
2.06%Shares
1 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
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Morgan Stanley New York, NY15.5MShares$927 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$520 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio