Formidable Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Formidable Asset Management, LLC
- $604 Million
- Q2 2024
A detailed history of Formidable Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Formidable Asset Management, LLC holds 4,037 shares of RDVY stock, worth $253,563. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,037
Previous 2,337
72.74%
Holding current value
$253,563
Previous $131,000
68.7%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
590Shares Held
151MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15MShares$940 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$550 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