Davis Investment Partners, LLC First Trust Rising Dividend Ac Transaction History
Davis Investment Partners, LLC
- $228 Billion
- Q1 2024
A detailed history of Davis Investment Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Davis Investment Partners, LLC holds 56,500 shares of RDVY stock, worth $3.1 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
56,500
Previous 59,500
5.04%
Holding current value
$3.1 Million
Previous $3.04 Billion
1.28%
% of portfolio
1.35%
Previous 1.47%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$773 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$469 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio