Asset Allocation Strategies LLC First Trust Rising Dividend Ac Transaction History
Asset Allocation Strategies LLC
- $402 Billion
- Q1 2025
A detailed history of Asset Allocation Strategies LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 61,641 shares of RDVY stock, worth $3.75 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
61,641
Previous 74,822
17.62%
Holding current value
$3.75 Million
Previous $4.61 Billion
21.68%
% of portfolio
0.9%
Previous 1.11%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
697Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.44 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.02 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$670 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$580 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$428 Million0.57% of portfolio