Wespac Advisors So Cal, LLC First Trust Rising Dividend Ac Transaction History
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 40,275 shares of RDVY stock, worth $2.21 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
40,275
Previous 38,708
4.05%
Holding current value
$2.21 Million
Previous $2 Million
13.1%
% of portfolio
0.6%
Previous 0.59%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
543Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$771 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$468 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$317 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio