Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 191,723 shares of RDVY stock, worth $11.3 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
191,723
Previous 203,205
5.65%
Holding current value
$11.3 Million
Previous $11.4 Billion
8.04%
% of portfolio
0.34%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$882 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$405 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$298 Million0.02% of portfolio