Westside Investment Management, Inc. First Trust Rising Dividend Ac Transaction History
Westside Investment Management, Inc.
- $437 Billion
- Q2 2024
A detailed history of Westside Investment Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Westside Investment Management, Inc. holds 6,171 shares of RDVY stock, worth $365,570. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,171
Previous 6,171
-0.0%
Holding current value
$365,570
Previous $347 Million
2.53%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.15 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$886 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$519 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$407 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$299 Million0.02% of portfolio