Arete Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 3,809 shares of RDVY stock, worth $238,595. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,809
Previous 4,630
17.73%
Holding current value
$238,595
Previous $273,000
17.22%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
675Shares Held
169MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.02 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$628 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$564 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio