Beaumont Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 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 48,278 shares of RDVY stock, worth $2.8 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
48,278
Previous 48,894
1.26%
Holding current value
$2.8 Million
Previous $2.75 Million
3.75%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
551Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.08 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$816 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$495 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$398 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$269 Million0.02% of portfolio