Alta Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 6,439 shares of RDVY stock, worth $379,772. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,439
Previous 7,574
14.99%
Holding current value
$379,772
Previous $414,000
7.97%
% of portfolio
0.17%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$912 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio