Holistic Planning, LLC First Trust Rising Dividend Ac Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Holistic Planning, LLC holds 22,959 shares of RDVY stock, worth $1.3 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
22,959Holding current value
$1.3 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
173MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$921 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$569 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$511 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$398 Million0.57% of portfolio