Clearstead Advisors, LLC First Trust Rising Dividend Ac Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 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 9,013 shares of RDVY stock, worth $538,256. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,013
Previous 8,957
0.63%
Holding current value
$538,256
Previous $490,000
8.78%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$923 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$324 Million0.03% of portfolio