Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History
Fee Only Financial Planning, L.C.
- $148 Billion
- Q1 2024
A detailed history of Fee Only Financial Planning, L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 5,135 shares of RDVY stock, worth $297,521. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,135
Previous 5,765
10.93%
Holding current value
$297,521
Previous $298 Million
3.17%
% of portfolio
0.19%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
551Shares Held
139MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.08 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$816 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$495 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$398 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$269 Million0.02% of portfolio