Mtm Investment Management, LLC First Trust Rising Dividend Ac Transaction History
Mtm Investment Management, LLC
- $233 Million
- Q1 2024
A detailed history of Mtm Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mtm Investment Management, LLC holds 36,769 shares of RDVY stock, worth $2 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
36,769
Previous 37,599
2.21%
Holding current value
$2 Million
Previous $1.94 Million
6.33%
% of portfolio
0.89%
Previous 0.92%
Shares
14 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$768 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$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio