N.E.W. Advisory Services LLC First Trust Rising Dividend Ac Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 27,420 shares of RDVY stock, worth $1.49 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
27,420
Previous 16,005
71.32%
Holding current value
$1.49 Million
Previous $826,000
86.44%
% of portfolio
0.17%
Previous 0.1%
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$767 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$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio