Kapstone Financial Advisors LLC First Trust Rising Dividend Ac Transaction History
Kapstone Financial Advisors LLC
- $165 Billion
- Q3 2024
A detailed history of Kapstone Financial Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 13,014 shares of RDVY stock, worth $776,415. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,014
Previous 13,014
-0.0%
Holding current value
$776,415
Previous $713 Million
7.67%
% of portfolio
0.47%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$922 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio