Srs Capital Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
A detailed history of Srs Capital Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 708,953 shares of RDVY stock, worth $43.7 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
708,953
Previous 310,484
128.34%
Holding current value
$43.7 Million
Previous $18.4 Million
128.07%
% of portfolio
2.8%
Previous 1.72%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
659Shares Held
163MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.31 Billion0.53% of portfolio
-
Morgan Stanley New York, NY15.5MShares$952 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$618 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$535 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$433 Million0.57% of portfolio