Willner & Heller, LLC First Trust Rising Dividend Ac Transaction History
Willner & Heller, LLC
- $110 Million
- Q4 2024
A detailed history of Willner & Heller, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Willner & Heller, LLC holds 52,983 shares of RDVY stock, worth $3.21 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
52,983
Previous 51,915
2.06%
Holding current value
$3.21 Million
Previous $3.07 Million
1.95%
% of portfolio
2.84%
Previous 2.83%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.29 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$985 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$608 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$546 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio