W.G. Shaheen & Associates Dba Whitney & CO First Trust ETF Iii Riverfront Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$49.45 - $61.99 $74,175 - $92,985	-1,500 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$59.55 - $63.16 $89,325 - $94,740	1,500 New	1,500 $85,000

Others Institutions Holding RFDI

# of Institutions

Shares Held

1.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

399K
Shares

$25.2 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

308K
Shares

$19.5 Million
0.5% of portfolio
Envestnet Asset Management Inc

132K
Shares

$8.31 Million
0.0% of portfolio
Prospera Financial Services Inc

126K
Shares

$7.93 Million
0.22% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

118K
Shares

$7.45 Million
1.1% of portfolio

View Full List

About FIRST TRUST ETF III RIVERFRONT

Ticker RFDI
Sector ETFs
Industry ETFs

More about RFDI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Account