Clear Point Advisors Inc. First Trust Rising Dividend Ac Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 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 2,516 shares of RDVY stock, worth $157,828. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,516
Previous 2,508
0.32%
Holding current value
$157,828
Previous $141 Million
2.21%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% 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