Wilbanks Smith & Thomas Asset Management LLC First Trust Rising Dividend Ac Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 6,104 shares of RDVY stock, worth $333,339. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,104
Previous 6,104
-0.0%
Holding current value
$333,339
Previous $315,000
8.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares 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$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio