Okabena Investment Services Inc First Trust Rising Dividend Ac Transaction History
Okabena Investment Services Inc
- $352 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
627Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio