Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 15,520 shares of RDVY stock, worth $911,489. This represents 0.76% of its overall portfolio holdings.
Number of Shares
15,520
Previous 14,789
4.94%
Holding current value
$911,489
Previous $831 Million
2.29%
% of portfolio
0.76%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$404 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$297 Million0.02% of portfolio