Gentry Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Gentry Private Wealth, LLC
- $131 Billion
- Q2 2025
A detailed history of Gentry Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 3,903 shares of RDVY stock, worth $255,919. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,903
Previous 3,896
0.18%
Holding current value
$255,919
Previous $228 Million
7.37%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
712Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.7 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.1 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$734 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$646 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$464 Million0.11% of portfolio