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 $5.08 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
79,659
Previous 86,080
7.46%
Holding current value
$5.08 Million
Previous $4.71 Million
0.08%
% of portfolio
2.02%
Previous 1.9%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$985 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$553 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$434 Million0.31% of portfolio