Aveo Capital Partners, LLC First Trust Rising Dividend Ac Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 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 34,927 shares of RDVY stock, worth $2.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
34,927
Previous 59,158
40.96%
Holding current value
$2.06 Million
Previous $3.32 Million
42.44%
% of portfolio
0.23%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
583Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$881 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 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