Chris Bulman Inc First Trust Rising Dividend Ac Transaction History

Chris Bulman Inc

$147 Billion
Q3 2024

A detailed history of Chris Bulman Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Chris Bulman Inc holds 13,478 shares of RDVY stock, worth $850,192. This represents 0.54% of its overall portfolio holdings.

Number of Shares

13,478

Holding current value

$850,192

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$53.68 - $59.24 $723,499 - $798,436	13,478 New	13,478 $798 Million

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$975 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$548 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$443 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$429 Million
0.31% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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