Vest Gen Advisors, LLC First Trust Rising Dividend Ac Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 372,160 shares of RDVY stock, worth $24.9 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
372,160
Previous 372,731
0.15%
Holding current value
$24.9 Million
Previous $23.4 Billion
7.04%
% of portfolio
0.83%
Previous 0.93%
Shares
3 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