Alliance Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Alliance Wealth Advisors, LLC
- $189 Million
- Q4 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 56,082 shares of RDVY stock, worth $3.55 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
56,082
Previous 54,680
2.56%
Holding current value
$3.55 Million
Previous $3.24 Million
2.44%
% of portfolio
1.75%
Previous 1.8%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
629Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.29 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$978 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$549 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$444 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$343 Million0.03% of portfolio