Kovitz Investment Group Partners, LLC First Trust Rising Dividend Ac Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,215 shares of RDVY stock, worth $214,054. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,215Holding current value
$214,054% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
719Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
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Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio