Private Advisory Group LLC First Trust Rising Dividend Ac Transaction History
Private Advisory Group LLC
- $866 Million
- Q4 2024
A detailed history of Private Advisory Group LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Private Advisory Group LLC holds 162,713 shares of RDVY stock, worth $9.7 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
162,713
Previous 92,501
75.9%
Holding current value
$9.7 Million
Previous $5.48 Million
75.71%
% of portfolio
1.11%
Previous 0.67%
Shares
23 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.27 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$968 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$598 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$537 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio