Private Client Services, LLC First Trust Rising Dividend Ac Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
A detailed history of Private Client Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Private Client Services, LLC holds 3,877 shares of RDVY stock, worth $228,471. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,877
Previous 4,388
11.65%
Holding current value
$228,471
Previous $260 Million
11.75%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
613Shares Held
147MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$911 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$319 Million0.03% of portfolio