Curtis Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Curtis Advisory Group, LLC
- $256 Million
- Q1 2024
A detailed history of Curtis Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 19,583 shares of RDVY stock, worth $1.08 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,583
Previous 19,383
1.03%
Holding current value
$1.08 Million
Previous $1 Million
9.79%
% of portfolio
0.43%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$777 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$472 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$319 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$256 Million0.02% of portfolio