Kmg Fiduciary Partners, LLC First Trust Rising Dividend Ac Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 153,695 shares of RDVY stock, worth $9.32 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
153,695
Previous 130,792
17.51%
Holding current value
$9.32 Million
Previous $7.74 Million
17.37%
% of portfolio
0.77%
Previous 0.68%
Shares
3 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