Avantra Family Wealth, Inc. First Trust Rising Dividend Ac Transaction History
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
A detailed history of Avantra Family Wealth, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 4,063 shares of RDVY stock, worth $254,018. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,063Holding current value
$254,018% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
625Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio