Key Client Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 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 172,753 shares of RDVY stock, worth $9.4 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
172,753
Previous 174,198
0.83%
Holding current value
$9.4 Million
Previous $9 Million
7.81%
% of portfolio
5.76%
Previous 5.81%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio