Wealth Plan Partners, LLC First Trust Rising Dividend Ac Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,693 shares of RDVY stock, worth $294,391. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,693
Previous 4,754
1.28%
Holding current value
$294,391
Previous $260 Million
6.75%
% of portfolio
0.04%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% 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