Red Door Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
A detailed history of Red Door Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 7,046 shares of RDVY stock, worth $415,220. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,046
Previous 6,305
11.75%
Holding current value
$415,220
Previous $345,000
20.87%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
613Shares Held
147MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$911 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$319 Million0.03% of portfolio