Us Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 2024
A detailed history of Us Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Us Financial Advisors, LLC holds 189,247 shares of RDVY stock, worth $10.4 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
189,247
Previous 183,854
2.93%
Holding current value
$10.4 Million
Previous $9.5 Million
11.91%
% of portfolio
3.68%
Previous 3.54%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$773 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$469 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio