Concorde Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concorde Asset Management, LLC holds 4,787 shares of RDVY stock, worth $279,752. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,787
Previous 4,829
0.87%
Holding current value
$279,752
Previous $285,000
0.7%
% of portfolio
0.15%
Previous 0.16%
Shares
16 transactions
Others Institutions Holding RDVY
# of Institutions
689Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.25 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$949 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$586 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$526 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$411 Million0.57% of portfolio