Key Client Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 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 302,692 shares of RDVY stock, worth $17.2 Million. This represents 9.11% of its overall portfolio holdings.
Number of Shares
302,692
Previous 172,753
75.22%
Holding current value
$17.2 Million
Previous $9.7 Million
70.79%
% of portfolio
9.11%
Previous 5.76%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.1 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$849 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$497 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$390 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$287 Million0.02% of portfolio