Key Client Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 294,350 shares of RDVY stock, worth $17.8 Million. This represents 8.57% of its overall portfolio holdings.
Number of Shares
294,350
Previous 300,986
2.2%
Holding current value
$17.8 Million
Previous $17.8 Million
2.32%
% of portfolio
8.57%
Previous 8.88%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.29 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$985 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$608 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio