Summit Financial Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Summit Financial Wealth Advisors, LLC
- $632 Million
- Q4 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,299 shares of RDVY stock, worth $421,592. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,299Holding current value
$421,592% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
760Shares Held
206MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio