Tcfg Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 42,639 shares of RDVY stock, worth $2.62 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
42,639
Previous 42,511
0.3%
Holding current value
$2.62 Million
Previous $2.52 Billion
0.18%
% of portfolio
1.27%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
684Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.31 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$997 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$616 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$553 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$431 Million0.57% of portfolio