Creative Planning First Trust Rising Dividend Ac Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Creative Planning holds 3,713 shares of RDVY stock, worth $232,916. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,713
Previous 4,746
21.77%
Holding current value
$232,916
Previous $259,000
15.44%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio