Institutional & Family Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 63 shares of RDVY stock, worth $3,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 63
-0.0%
Holding current value
$3,974
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio