Vital Stone Financial, LLC First Trust Rising Dividend Ac Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Vital Stone Financial, LLC holds 6,430 shares of RDVY stock, worth $385,349. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,430
Previous 6,288
2.26%
Holding current value
$385,349
Previous $344,000
10.47%
% of portfolio
0.27%
Previous 0.26%
Shares
9 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