Clear Point Advisors Inc. First Trust Rising Dividend Ac Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,516 shares of RDVY stock, worth $142,757. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,516
Previous 2,508
0.32%
Holding current value
$142,757
Previous $141 Million
2.21%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.1 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$849 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$497 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$390 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$287 Million0.02% of portfolio