Srs Capital Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Srs Capital Advisors, Inc.
- $901 Million
- Q1 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 250,665 shares of RDVY stock, worth $13.7 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
250,665
Previous 247,327
1.35%
Holding current value
$13.7 Million
Previous $12.8 Million
10.17%
% of portfolio
1.56%
Previous 1.49%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio