Paul Damon & Associates, Inc. First Trust Rising Dividend Ac Transaction History
Paul Damon & Associates, Inc.
- $209 Billion
- Q3 2025
A detailed history of Paul Damon & Associates, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 21,644 shares of RDVY stock, worth $1.45 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
21,644
Previous 19,971
8.38%
Holding current value
$1.45 Million
Previous $1.25 Billion
16.18%
% of portfolio
0.7%
Previous 0.66%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
744Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio