Woodmont Investment Counsel LLC First Trust Rising Dividend Ac Transaction History
Woodmont Investment Counsel LLC
- $1.32 Billion
- Q3 2024
A detailed history of Woodmont Investment Counsel LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 6,362 shares of RDVY stock, worth $407,931. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,362
Previous 3,940
61.47%
Holding current value
$407,931
Previous $215,000
74.88%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares 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$991 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$557 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$451 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio