Coastal Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,178 shares of RDVY stock, worth $310,835. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,178
Previous 16,063
67.76%
Holding current value
$310,835
Previous $879,000
65.19%
% of portfolio
0.15%
Previous 0.17%
Shares
20 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$928 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$422 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio