Breakthru Advisory Services, LLC First Trust Rising Dividend Ac Transaction History
Breakthru Advisory Services, LLC
- $152 Billion
- Q3 2025
A detailed history of Breakthru Advisory Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 11,550 shares of RDVY stock, worth $768,999. This represents 0.51% of its overall portfolio holdings.
Number of Shares
11,550
Previous 193,146
94.02%
Holding current value
$768,999
Previous $11.3 Billion
93.13%
% of portfolio
0.51%
Previous 17.48%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
728Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio