Mount Yale Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 61,198 shares of RDVY stock, worth $3.71 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
61,198
Previous 57,114
7.15%
Holding current value
$3.71 Million
Previous $3.38 Million
7.04%
% of portfolio
0.3%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.29 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$985 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$608 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio