Parallel Advisors, LLC First Trust Rising Dividend Ac Transaction History

Parallel Advisors, LLC

$4.34 Billion
Q4 2024

A detailed history of Parallel Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Parallel Advisors, LLC holds 10 shares of RDVY stock, worth $615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$615

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$58.65 - $64.37 $586 - $643	10 New	10 $0
Q3 2023 May 20, 2024	SELL	$45.58 - $49.58 $2,734 - $2,974	-60 Reduced 32.97%	122 $5,000
Q3 2023 Nov 13, 2023	SELL	$45.58 - $49.58 $2,734 - $2,974	-60 Reduced 32.97%	122 $5,000
Q2 2023 May 20, 2024	BUY	$42.83 - $47.25 $7,795 - $8,599	182 New	182 $8,000
Q2 2023 Aug 04, 2023	BUY	$42.83 - $47.25 $7,795 - $8,599	182 New	182 $8,000

Others Institutions Holding RDVY

# of Institutions

659

Shares Held

163M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.31 Billion
0.53% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$952 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$618 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$555 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$433 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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