Wills Financial Group, Inc. First Trust Rising Dividend Ac Transaction History
Wills Financial Group, Inc.
- $214 Million
- Q4 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 8,335 shares of RDVY stock, worth $475,261. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,335
Previous 4,544
83.43%
Holding current value
$475,261
Previous $269,000
82.9%
% of portfolio
0.23%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
692Shares Held
174MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio