Harvest Investment Services, LLC First Trust Rising Dividend Ac Transaction History
Harvest Investment Services, LLC
- $247 Million
- Q2 2024
A detailed history of Harvest Investment Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Harvest Investment Services, LLC holds 62,385 shares of RDVY stock, worth $3.91 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
62,385
Previous 49,195
26.81%
Holding current value
$3.91 Million
Previous $2.76 Million
23.6%
% of portfolio
1.38%
Previous 1.14%
Shares
23 transactions
Others Institutions Holding RDVY
# of Institutions
590Shares Held
151MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio