Srs Capital Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Srs Capital Advisors, Inc.
- $1.48 Billion
- Q1 2025
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 621,844 shares of RDVY stock, worth $37.7 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
621,844
Previous 708,953
12.29%
Holding current value
$37.7 Million
Previous $41.9 Million
13.18%
% of portfolio
2.46%
Previous 2.8%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
698Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.44 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.01 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$667 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$578 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio