Hofer & Associates. Inc First Trust Rising Dividend Ac Transaction History
Hofer & Associates. Inc
- $153 Million
- Q2 2025
A detailed history of Hofer & Associates. Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Hofer & Associates. Inc holds 5,777 shares of RDVY stock, worth $367,474. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,777
Previous 4,898
17.95%
Holding current value
$367,474
Previous $286,000
26.57%
% of portfolio
0.24%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
706Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.06 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$700 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$606 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$447 Million0.57% of portfolio