United Advisor Group, LLC First Trust Rising Dividend Ac Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 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 134,080 shares of RDVY stock, worth $8.04 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
134,080
Previous 123,849
8.26%
Holding current value
$8.04 Million
Previous $6.78 Million
17.08%
% of portfolio
1.88%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.22 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$927 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$520 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$421 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$408 Million0.31% of portfolio