Steward Partners Investment Solutions, LLC First Trust Rising Dividend Ac Transaction History
Steward Partners Investment Solutions, LLC
- $594 Billion
- Q1 2024
A detailed history of Steward Partners Investment Solutions, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 38,379 shares of RDVY stock, worth $2.26 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
38,379
Previous 36,828
4.21%
Holding current value
$2.26 Million
Previous $1.9 Billion
13.29%
% of portfolio
0.36%
Previous 0.79%
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
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Bank Of America Corp Charlotte, NC5.42MShares$319 Million0.03% of portfolio