O Donnell Financial Services, LLC First Trust Rising Dividend Ac Transaction History
O Donnell Financial Services, LLC
- $220 Million
- Q4 2024
A detailed history of O Donnell Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 153,148 shares of RDVY stock, worth $8.89 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
153,148
Previous 139,643
9.67%
Holding current value
$8.89 Million
Previous $8.27 Million
9.54%
% of portfolio
4.12%
Previous 3.91%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
690Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio