Alliance Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Alliance Wealth Advisors, LLC
- $180 Million
- Q3 2024
A detailed history of Alliance Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 54,680 shares of RDVY stock, worth $3.23 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
54,680
Previous 52,867
3.43%
Holding current value
$3.23 Million
Previous $2.89 Million
11.85%
% of portfolio
1.8%
Previous 1.81%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
582Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$883 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$517 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$415 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$402 Million0.31% of portfolio