Clear Point Advisors Inc. First Trust Rising Dividend Ac Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 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 2,508 shares of RDVY stock, worth $143,081. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,508
Previous 2,390
4.94%
Holding current value
$143,081
Previous $123 Million
14.07%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
550Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.07 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$804 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$488 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$392 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$265 Million0.02% of portfolio