Ethos Financial Group, LLC First Trust Rising Dividend Ac Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ethos Financial Group, LLC holds 5,127 shares of RDVY stock, worth $305,876. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,127
Previous 4,990
2.75%
Holding current value
$305,876
Previous $273,000
10.99%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$922 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio