Beaumont Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 47,049 shares of RDVY stock, worth $2.92 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
47,049
Previous 47,588
1.13%
Holding current value
$2.92 Million
Previous $2.82 Million
1.24%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
642Shares Held
161MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.26 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$960 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$623 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$539 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$436 Million0.57% of portfolio