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 $364,164. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,104
Previous 6,104
-0.0%
Holding current value
$364,164
Previous $315,000
8.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$922 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio