Di Nuzzo Private Wealth, Inc. First Trust Rising Dividend Ac Transaction History

Di Nuzzo Private Wealth, Inc.

$634 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 06, 2024	BUY	$43.44 - $52.04 $56,949 - $68,224	1,311 New	1,311 $67.7 Million
Q4 2023 Feb 05, 2024	BUY	$43.44 - $52.04 $56,949 - $68,224	1,311 New	1,311 $67.7 Million

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.21 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$923 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$518 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$420 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

5.42M
Shares

$324 Million
0.03% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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