Halbert Hargrove Global Advisors, LLC First Trust Rising Dividend Ac Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,258 shares of RDVY stock, worth $83,757. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,258
Previous 1,258
-0.0%
Holding current value
$83,757
Previous $78,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
722Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio