Foundations Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 279,261 shares of RDVY stock, worth $16.7 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
279,261
Previous 229,311
21.78%
Holding current value
$16.7 Million
Previous $12.6 Million
31.71%
% of portfolio
0.37%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$922 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio