Sovereign Financial Group, Inc. First Trust Rising Dividend Ac Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 2024
A detailed history of Sovereign Financial Group, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 114,762 shares of RDVY stock, worth $7.2 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
114,762
Previous 108,757
5.52%
Holding current value
$7.2 Million
Previous $5.95 Million
14.12%
% of portfolio
1.61%
Previous 1.5%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio