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 $39,836. This represents 0.01% of its overall portfolio holdings.
Number of Shares
676Holding current value
$39,836% of portfolio
0.01%Shares
1 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
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Morgan Stanley New York, NY15.5MShares$911 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
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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