Concorde Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Concorde Asset Management, LLC
- $149 Million
- Q1 2024
A detailed history of Concorde Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concorde Asset Management, LLC holds 6,022 shares of RDVY stock, worth $328,259. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,022
Previous 10,366
41.91%
Holding current value
$328,259
Previous $535,000
36.82%
% of portfolio
0.23%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$768 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio