Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Planning Group, LLC holds 193,316 shares of RDVY stock, worth $12.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
193,316Holding current value
$12.2 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
642Shares Held
161MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$972 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$631 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$546 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$442 Million0.57% of portfolio