Uniting Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
A detailed history of Uniting Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 218,970 shares of RDVY stock, worth $14.7 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
218,970
Previous 13,133
1567.33%
Holding current value
$14.7 Million
Previous $824 Million
1687.43%
% of portfolio
3.48%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio