Atlas Private Wealth Advisors First Trust Rising Dividend Ac Transaction History
Atlas Private Wealth Advisors
- $680 Million
- Q3 2024
A detailed history of Atlas Private Wealth Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 18,066 shares of RDVY stock, worth $1.08 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
18,066
Previous 18,334
1.46%
Holding current value
$1.08 Million
Previous $1 Million
6.58%
% of portfolio
0.16%
Previous 0.16%
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$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$921 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$517 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$418 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$405 Million0.31% of portfolio