United Advisor Group, LLC First Trust Rising Dividend Ac Transaction History
United Advisor Group, LLC
- $305 Million
- Q2 2024
A detailed history of United Advisor Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, United Advisor Group, LLC holds 123,849 shares of RDVY stock, worth $7.3 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
123,849
Previous 111,282
11.29%
Holding current value
$7.3 Million
Previous $6.25 Million
8.48%
% of portfolio
2.22%
Previous 2.47%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$882 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$405 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$298 Million0.02% of portfolio