Walkner Condon Financial Advisors LLC First Trust ETF Iii Riverfront Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Trust ETF Iii Riverfront stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,624 shares of RFDI stock, worth $358,923. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,624
Previous 5,616
0.14%
Holding current value
$358,923
Previous $378,000
8.73%
% of portfolio
0.07%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding RFDI
# of Institutions
45Shares Held
1.59MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.5 Million0.0% of portfolio
-
River Front Investment Group, LLC Richmond, VA308KShares$19.7 Million0.5% of portfolio
-
Envestnet Asset Management Inc132KShares$8.4 Million0.0% of portfolio
-
Prospera Financial Services Inc126KShares$8.02 Million0.22% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX118KShares$7.53 Million1.1% of portfolio