Foundations Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 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 298,004 shares of RDVY stock, worth $18.6 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
298,004
Previous 279,261
6.71%
Holding current value
$18.6 Million
Previous $16.5 Million
6.58%
% of portfolio
0.36%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
629Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio