Cresta Advisors, Ltd. First Trust Rising Dividend Ac Transaction History

Cresta Advisors, Ltd.

$169 Million
Q2 2024

A detailed history of Cresta Advisors, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cresta Advisors, Ltd. holds 3,700 shares of RDVY stock, worth $232,397. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,700

Holding current value

$232,397

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$53.05 - $55.95 $196,285 - $207,015	3,700 New	3,700 $202,000

Others Institutions Holding RDVY

# of Institutions

590

Shares Held

151M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15M
Shares

$940 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$550 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$441 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$427 Million
0.31% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Cresta Advisors, Ltd. First Trust Rising Dividend Ac Transaction History