Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 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 30,627 shares of RDVY stock, worth $1.92 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
30,627
Previous 16,436
86.34%
Holding current value
$1.92 Million
Previous $973 Million
86.11%
% of portfolio
1.35%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
632Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio