Sequent Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q2 2024
A detailed history of Sequent Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sequent Asset Management, LLC holds 5,042 shares of RDVY stock, worth $292,133. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,042
Previous 5,042
-0.0%
Holding current value
$292,133
Previous $283,000
2.47%
% of portfolio
0.23%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
551Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.08 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$816 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$495 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$398 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$269 Million0.02% of portfolio