Kowal Investment Group, LLC First Trust Rising Dividend Ac Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kowal Investment Group, LLC holds 6,996 shares of RDVY stock, worth $419,270. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,996
Previous 6,973
0.33%
Holding current value
$419,270
Previous $381,000
8.66%
% of portfolio
0.08%
Previous 0.08%
Shares
10 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