Forte Capital LLC First Trust Rising Dividend Ac Transaction History
Forte Capital LLC
- $841 Million
- Q3 2024
A detailed history of Forte Capital LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Forte Capital LLC holds 8,205 shares of RDVY stock, worth $488,607. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,205
Previous 6,903
18.86%
Holding current value
$488,607
Previous $377,000
28.65%
% of portfolio
0.06%
Previous 0.05%
Shares
9 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