Stegent Equity Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 73,392 shares of RDVY stock, worth $4.68 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
73,392
Previous 93,834
21.79%
Holding current value
$4.68 Million
Previous $5.14 Million
15.42%
% of portfolio
5.59%
Previous 6.27%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$985 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$553 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio