Hofer & Associates. Inc First Trust Rising Dividend Ac Transaction History
Hofer & Associates. Inc
- $149 Million
- Q4 2024
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 4,611 shares of RDVY stock, worth $288,279. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,611
Previous 3,516
31.14%
Holding current value
$288,279
Previous $208,000
30.77%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
625Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio