Cresta Advisors, Ltd. First Trust Rising Dividend Ac Transaction History
Cresta Advisors, Ltd.
- $183 Million
- Q3 2024
A detailed history of Cresta Advisors, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cresta Advisors, Ltd. holds 3,700 shares of RDVY stock, worth $221,741. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$221,741
Previous $202,000
8.42%
% of portfolio
0.12%
Previous 0.12%
Shares
1 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
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio