Loring Wolcott & Coolidge Fiduciary Advisors LLP First Trust Rising Dividend Ac Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.5 Billion
- Q2 2024
A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,240 shares of RDVY stock, worth $361,545. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,240
Previous 6,240
-0.0%
Holding current value
$361,545
Previous $350,000
2.57%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
551Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.08 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$816 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$495 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$398 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$269 Million0.02% of portfolio