Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 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 16,436 shares of RDVY stock, worth $974,490. This represents 0.78% of its overall portfolio holdings.
Number of Shares
16,436
Previous 15,520
5.9%
Holding current value
$974,490
Previous $850 Million
14.53%
% of portfolio
0.78%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$917 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$515 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$403 Million0.31% of portfolio