Atlas Private Wealth Advisors First Trust Rising Dividend Ac Transaction History
Atlas Private Wealth Advisors
- $688 Million
- Q4 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 19,844 shares of RDVY stock, worth $1.25 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,844
Previous 18,066
9.84%
Holding current value
$1.25 Million
Previous $1.07 Million
9.73%
% of portfolio
0.17%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
630Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.29 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$978 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$549 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$444 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$343 Million0.03% of portfolio