Lynch & Associates First Trust Rising Dividend Ac Transaction History
Lynch & Associates
- $467 Million
- Q3 2024
A detailed history of Lynch & Associates transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lynch & Associates holds 9,879 shares of RDVY stock, worth $623,167. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,879
Previous 8,574
15.22%
Holding current value
$623,167
Previous $469,000
24.52%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio