Capital Asset Advisory Services LLC First Trust Rising Dividend Ac Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
A detailed history of Capital Asset Advisory Services LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 61,502 shares of RDVY stock, worth $3.86 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
61,502
Previous 59,775
2.89%
Holding current value
$3.86 Million
Previous $3.27 Million
11.28%
% of portfolio
0.18%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
590Shares Held
151MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio