Industrial Alliance Investment Management Inc. First Trust Rising Dividend Ac Transaction History

Industrial Alliance Investment Management Inc.

$196 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$50.05 - $56.17 $101,301 - $113,688	-2,024 Reduced 48.27%	2,169 $122,000
Q4 2023 Feb 14, 2024	BUY	$43.44 - $52.04 $78,800 - $94,400	1,814 Added 76.25%	4,193 $217,000
Q3 2023 Nov 14, 2023	BUY	$45.58 - $49.58 $108,434 - $117,950	2,379 New	2,379 $109,000

Others Institutions Holding RDVY

# of Institutions

608

Shares Held

154M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$987 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$554 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$449 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$434 Million
0.31% of portfolio

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