Harbor Investment Advisory, LLC First Trust Rising Dividend Ac Transaction History
Harbor Investment Advisory, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Harbor Investment Advisory, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 765 shares of RDVY stock, worth $48,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
765
Previous 765
-0.0%
Holding current value
$48,256
Previous $41,000
9.76%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio