Harbor Investment Advisory, LLC First Trust Rising Dividend Ac Transaction History
Harbor Investment Advisory, LLC
- $1.14 Billion
- Q1 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 $41,646. This represents 0.0% of its overall portfolio holdings.
Number of Shares
765
Previous 640
19.53%
Holding current value
$41,646
Previous $33,000
27.27%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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