Beacon Financial Advisory LLC First Trust Rising Dividend Ac Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 93,535 shares of RDVY stock, worth $5.55 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
93,535
Previous 100,897
7.3%
Holding current value
$5.55 Million
Previous $5.52 Million
0.25%
% of portfolio
2.05%
Previous 2.22%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$917 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$515 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$403 Million0.31% of portfolio