Asset Allocation Strategies LLC First Trust Rising Dividend Ac Transaction History
Asset Allocation Strategies LLC
- $452 Billion
- Q2 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 55,405 shares of RDVY stock, worth $3.75 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
55,405
Previous 61,641
10.12%
Holding current value
$3.75 Million
Previous $3.61 Billion
3.67%
% of portfolio
0.77%
Previous 0.9%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
712Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.75 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.14 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$758 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$667 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$479 Million0.11% of portfolio