Synergy Investment Management, LLC First Trust Rising Dividend Ac Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Synergy Investment Management, LLC holds 9,013 shares of RDVY stock, worth $566,737. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,013Holding current value
$566,737% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
642Shares Held
161MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$972 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$631 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$442 Million0.57% of portfolio