Capital Advisory Group Advisory Services, LLC First Trust Rising Dividend Ac Transaction History
Capital Advisory Group Advisory Services, LLC
- $250 Million
- Q3 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 27,184 shares of RDVY stock, worth $1.62 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
27,184
Previous 26,769
1.55%
Holding current value
$1.62 Million
Previous $1.47 Million
9.83%
% of portfolio
0.64%
Previous 0.63%
Shares
21 transactions
Others Institutions Holding RDVY
# of Institutions
580Shares 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