Regatta Capital Group, LLC First Trust Rising Dividend Ac Transaction History
Regatta Capital Group, LLC
- $505 Million
- Q3 2024
A detailed history of Regatta Capital Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Regatta Capital Group, LLC holds 22,695 shares of RDVY stock, worth $1.43 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,695
Previous 139,421
83.72%
Holding current value
$1.43 Million
Previous $7.63 Million
82.41%
% of portfolio
0.27%
Previous 1.66%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio