Westside Investment Management, Inc. First Trust Rising Dividend Ac Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 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 $395,684. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,171
Previous 6,171
-0.0%
Holding current value
$395,684
Previous $338 Million
8.15%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$991 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$557 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$451 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio