J.W. Cole Advisors, Inc. First Trust Rising Dividend Ac Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 69,797 shares of RDVY stock, worth $4.4 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
69,797
Previous 68,446
1.97%
Holding current value
$4.4 Million
Previous $3.75 Million
10.27%
% of portfolio
0.18%
Previous 0.18%
Shares
20 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