Us Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Us Financial Advisors, LLC
- $324 Million
- Q4 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 200,186 shares of RDVY stock, worth $12.5 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
200,186
Previous 196,448
1.9%
Holding current value
$12.5 Million
Previous $11.6 Million
1.79%
% of portfolio
3.65%
Previous 3.64%
Shares
16 transactions
Others Institutions Holding RDVY
# of Institutions
675Shares Held
169MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.33 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$1.02 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$628 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$564 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$440 Million0.57% of portfolio