Barrett & Company, Inc. First Trust Rising Dividend Ac Transaction History
Barrett & Company, Inc.
- $231 Billion
- Q3 2024
A detailed history of Barrett & Company, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Barrett & Company, Inc. holds 30,293 shares of RDVY stock, worth $1.81 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
30,293
Previous 29,999
0.98%
Holding current value
$1.81 Million
Previous $1.64 Billion
9.21%
% of portfolio
0.78%
Previous 0.74%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
582Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.16 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$894 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio