Genesee Capital Advisors, LLC First Trust Rising Dividend Ac Transaction History
Genesee Capital Advisors, LLC
- $180 Million
- Q1 2024
A detailed history of Genesee Capital Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 96,809 shares of RDVY stock, worth $5.27 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
96,809
Previous 96,989
0.19%
Holding current value
$5.27 Million
Previous $5.01 Million
8.5%
% of portfolio
3.02%
Previous 3.12%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio