Aveo Capital Partners, LLC First Trust Rising Dividend Ac Transaction History
Aveo Capital Partners, LLC
- $910 Million
- Q3 2024
A detailed history of Aveo Capital Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 24,149 shares of RDVY stock, worth $1.42 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,149
Previous 34,927
30.86%
Holding current value
$1.42 Million
Previous $1.91 Million
25.26%
% of portfolio
0.16%
Previous 0.23%
Shares
3 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