Hofer & Associates. Inc First Trust Rising Dividend Ac Call Options Transaction History

Hofer & Associates. Inc

$144 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$985 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$553 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$448 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$434 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.