O Donnell Financial Services, LLC First Trust Rising Dividend Ac Transaction History
O Donnell Financial Services, LLC
- $212 Million
- Q3 2024
A detailed history of O Donnell Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 139,643 shares of RDVY stock, worth $8.76 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
139,643Holding current value
$8.76 Million% of portfolio
3.91%Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
617Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$969 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$544 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$340 Million0.03% of portfolio