Kingsbury Capital Investment Advisors LLC First Trust Rising Dividend Ac Transaction History
Kingsbury Capital Investment Advisors LLC
- $65.6 Million
- Q3 2022
A detailed history of Kingsbury Capital Investment Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kingsbury Capital Investment Advisors LLC holds 68,655 shares of RDVY stock, worth $4.11 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
68,655
Previous 74,501
7.85%
Holding current value
$4.11 Million
Previous $3.05 Million
12.46%
% of portfolio
4.07%
Previous 4.2%
Shares
3 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$927 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$520 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio