Kmg Fiduciary Partners, LLC First Trust Rising Dividend Ac Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 130,792 shares of RDVY stock, worth $7.84 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
130,792
Previous 26,042
402.23%
Holding current value
$7.84 Million
Previous $1.43 Million
443.44%
% of portfolio
0.68%
Previous 0.14%
Shares
2 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
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio