Claris Financial LLC First Trust Rising Dividend Ac Transaction History
Claris Financial LLC
- $141 Million
- Q1 2025
A detailed history of Claris Financial LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Claris Financial LLC holds 41,935 shares of RDVY stock, worth $2.75 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
41,935
Previous 41,935
-0.0%
Holding current value
$2.75 Million
Previous $2.48 Billion
99.9%
% of portfolio
1.74%
Previous 1.63%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
705Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.7 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.1 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$721 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$624 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$461 Million0.57% of portfolio