L.M. Kohn & Company First Trust Rising Dividend Ac Transaction History
L.M. Kohn & Company
- $353 Million
- Q1 2024
A detailed history of L.M. Kohn & Company transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, L.M. Kohn & Company holds 58,346 shares of RDVY stock, worth $3.18 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
58,346
Previous 39,028
49.5%
Holding current value
$3.18 Million
Previous $2.02 Million
62.55%
% of portfolio
0.93%
Previous 0.65%
Shares
9 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