Us Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History
Us Financial Advisors, LLC
- $320 Million
- Q3 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 196,448 shares of RDVY stock, worth $12.4 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
196,448
Previous 192,349
2.13%
Holding current value
$12.4 Million
Previous $10.5 Million
10.45%
% of portfolio
3.64%
Previous 3.53%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
642Shares Held
161MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$972 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$631 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$442 Million0.57% of portfolio