Adviser Investments LLC First Trust Rising Dividend Ac Transaction History
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
A detailed history of Adviser Investments LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Adviser Investments LLC holds 15,606 shares of RDVY stock, worth $935,267. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,606
Previous 15,455
0.98%
Holding current value
$935,267
Previous $846,000
9.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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