Consolidated Portfolio Review Corp First Trust Rising Dividend Ac Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 98,713 shares of RDVY stock, worth $6.18 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
98,713
Previous 119,716
17.54%
Holding current value
$6.18 Million
Previous $7.09 Billion
17.64%
% of portfolio
0.92%
Previous 1.58%
Shares
8 transactions
Others Institutions Holding RDVY
# of Institutions
629Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio