Ellsworth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Ellsworth Advisors, LLC
- $382 Million
- Q3 2024
A detailed history of Ellsworth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 21,053 shares of RDVY stock, worth $1.32 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
21,053
Previous 20,719
1.61%
Holding current value
$1.32 Million
Previous $1.13 Million
9.88%
% of portfolio
0.33%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio