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 $19.3 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
310,484
Previous 249,054
24.67%
Holding current value
$19.3 Million
Previous $13.6 Million
34.82%
% of portfolio
1.72%
Previous 1.4%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
615Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.26 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$961 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$540 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$437 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$337 Million0.03% of portfolio