Avantax Advisory Services, Inc. First Trust Rising Dividend Ac Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 582,302 shares of RDVY stock, worth $34.3 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
582,302
Previous 567,723
2.57%
Holding current value
$34.3 Million
Previous $31.1 Million
10.93%
% of portfolio
0.23%
Previous 0.23%
Shares
20 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$912 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio