Family Management Corp First Trust Rising Dividend Ac Transaction History
Family Management Corp
- $582 Million
- Q1 2025
A detailed history of Family Management Corp transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Family Management Corp holds 37,333 shares of RDVY stock, worth $2.45 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
37,333
Previous 55,995
33.33%
Holding current value
$2.45 Million
Previous $3.31 Million
34.01%
% of portfolio
0.38%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
705Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.7 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.1 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$721 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$624 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$461 Million0.57% of portfolio