Alliance Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Alliance Wealth Advisors, LLC
- $160 Million
- Q2 2024
A detailed history of Alliance Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 52,867 shares of RDVY stock, worth $3.07 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
52,867
Previous 52,600
0.51%
Holding current value
$3.07 Million
Previous $2.95 Million
2.03%
% of portfolio
1.81%
Previous 1.85%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio