Wolf Group Capital Advisors First Trust Rising Dividend Ac Transaction History
Wolf Group Capital Advisors
- $234 Million
- Q3 2024
A detailed history of Wolf Group Capital Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wolf Group Capital Advisors holds 79,659 shares of RDVY stock, worth $5 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
79,659
Previous 86,080
7.46%
Holding current value
$5 Million
Previous $4.71 Million
0.08%
% of portfolio
2.02%
Previous 1.9%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio