Clear Point Advisors Inc. First Trust Rising Dividend Ac Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,521 shares of RDVY stock, worth $150,125. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,521
Previous 2,516
0.2%
Holding current value
$150,125
Previous $138 Million
8.39%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$921 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$517 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$418 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$405 Million0.31% of portfolio