Sugarloaf Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 676 shares of RDVY stock, worth $41,377. This represents 0.01% of its overall portfolio holdings.
Number of Shares
676Holding current value
$41,377% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
681Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.3 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$994 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$614 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$551 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$430 Million0.57% of portfolio