Barnes Pettey Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q1 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 116,159 shares of RDVY stock, worth $6.38 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
116,159
Previous 110,580
5.05%
Holding current value
$6.38 Million
Previous $5.71 Million
14.2%
% of portfolio
5.64%
Previous 4.64%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$774 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$470 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio