Bank Plus Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 65,256 shares of RDVY stock, worth $3.79 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
65,256Holding current value
$3.79 Million% of portfolio
2.88%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
690Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio