Wills Financial Group, Inc. First Trust Rising Dividend Ac Transaction History
Wills Financial Group, Inc.
- $223 Million
- Q3 2024
A detailed history of Wills Financial Group, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wills Financial Group, Inc. holds 4,544 shares of RDVY stock, worth $268,005. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,544
Previous 4,331
4.92%
Holding current value
$268,005
Previous $237,000
13.5%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$912 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio