Warren Averett Asset Management, LLC First Trust Rising Dividend Ac Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
705Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.7 Billion0.57% of portfolio
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Morgan Stanley New York, NY16.7MShares$1.1 Billion0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL11MShares$721 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA9.52MShares$624 Million0.13% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$461 Million0.57% of portfolio