Five Pine Wealth Management First Trust Rising Dividend Ac Transaction History
Five Pine Wealth Management
- $156 Billion
- Q4 2025
A detailed history of Five Pine Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Five Pine Wealth Management holds 74,521 shares of RDVY stock, worth $4.99 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
74,521
Previous 75,986
1.93%
Holding current value
$4.99 Million
Previous $5.1 Billion
1.41%
% of portfolio
3.32%
Previous 3.45%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
755Shares Held
205MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio