Wealth Trust Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 6,627 shares of RDVY stock, worth $397,156. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,627
Previous 6,203
6.84%
Holding current value
$397,156
Previous $339,000
15.63%
% of portfolio
0.3%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.22 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$927 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$520 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio