Private Client Services, LLC First Trust Rising Dividend Ac Put Options Transaction History

Private Client Services, LLC

$257 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding RDVY

# of Institutions

698

Shares Held

181M

Call Options Held

0

Put Options Held

567

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.5 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.06 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$697 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$603 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$445 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.