Clear Point Advisors Inc. First Trust Rising Dividend Ac Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,521 shares of RDVY stock, worth $159,024. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,521
Previous 2,516
0.2%
Holding current value
$159,024
Previous $138 Million
8.39%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio