Clearstead Advisors, LLC First Trust Rising Dividend Ac Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,957 shares of RDVY stock, worth $519,774. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,957
Previous 9,013
0.62%
Holding current value
$519,774
Previous $533,000
0.75%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
689Shares Held
171MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio