Srs Capital Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of Srs Capital Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 310,484 shares of RDVY stock, worth $19.2 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
310,484
Previous 249,054
24.67%
Holding current value
$19.2 Million
Previous $13.6 Million
34.82%
% of portfolio
1.72%
Previous 1.4%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.25 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$954 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$536 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$434 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$420 Million0.31% of portfolio