True Capital Management First Trust Rising Dividend Ac Transaction History
True Capital Management
- $146 Billion
- Q1 2023
A detailed history of True Capital Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, True Capital Management holds 8,274 shares of RDVY stock, worth $451,015. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,274
Previous 9,110
9.18%
Holding current value
$451,015
Previous $400 Million
7.22%
% of portfolio
0.25%
Previous 0.33%
Shares
2 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$768 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 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$253 Million0.02% of portfolio