Private Client Services, LLC First Trust Rising Dividend Ac Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
A detailed history of Private Client Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Private Client Services, LLC holds 3,877 shares of RDVY stock, worth $242,390. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,877
Previous 4,388
11.65%
Holding current value
$242,390
Previous $260 Million
11.75%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
625Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio