Calton & Associates, Inc. First Trust Rising Dividend Ac Transaction History
Calton & Associates, Inc.
- $193 Million
- Q2 2024
A detailed history of Calton & Associates, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Calton & Associates, Inc. holds 8,564 shares of RDVY stock, worth $504,847. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,564
Previous 8,564
-0.0%
Holding current value
$504,847
Previous $481,000
2.7%
% of portfolio
0.24%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$882 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$405 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$298 Million0.02% of portfolio