Coastal Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 6,307 shares of RDVY stock, worth $395,070. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,307
Previous 5,178
21.8%
Holding current value
$395,070
Previous $306,000
21.57%
% of portfolio
0.16%
Previous 0.15%
Shares
21 transactions
Others Institutions Holding RDVY
# of Institutions
675Shares Held
169MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.02 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$628 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$564 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio