Walkner Condon Financial Advisors LLC First Trust Rising Dividend Ac Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 103,861 shares of RDVY stock, worth $6.02 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
103,861
Previous 105,973
1.99%
Holding current value
$6.02 Million
Previous $5.95 Million
4.47%
% of portfolio
1.24%
Previous 1.28%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
551Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.08 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$816 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$495 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$398 Million0.54% of portfolio
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Bank Of America Corp Charlotte, NC4.64MShares$269 Million0.02% of portfolio