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 $45,685. This represents 0.0% of its overall portfolio holdings.
Number of Shares
765
Previous 765
-0.0%
Holding current value
$45,685
Previous $41,000
9.76%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
147MCall 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$923 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$420 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$324 Million0.03% of portfolio