Lynch & Associates First Trust Rising Dividend Ac Transaction History
Lynch & Associates
- $429 Million
- Q1 2024
A detailed history of Lynch & Associates transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lynch & Associates holds 7,485 shares of RDVY stock, worth $408,755. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,485
Previous 5,504
35.99%
Holding current value
$408,755
Previous $284,000
47.89%
% of portfolio
0.1%
Previous 0.07%
Shares
3 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$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio