Marshall Investment Management, LLC First Trust Rising Dividend Ac Transaction History
Marshall Investment Management, LLC
- $170 Billion
- Q4 2024
A detailed history of Marshall Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Marshall Investment Management, LLC holds 114,021 shares of RDVY stock, worth $6.79 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
114,021Holding current value
$6.79 Million% of portfolio
3.98%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.27 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$968 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$598 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$537 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio