Acorn Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 3,789 shares of RDVY stock, worth $241,435. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,789
Previous 4,655
18.6%
Holding current value
$241,435
Previous $254,000
11.81%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$985 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$553 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio