Beaumont Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 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 47,588 shares of RDVY stock, worth $2.86 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
47,588
Previous 48,278
1.43%
Holding current value
$2.86 Million
Previous $2.64 Million
6.58%
% of portfolio
0.25%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.22 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$928 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$521 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$422 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio