Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History
Fee Only Financial Planning, L.C.
- $156 Billion
- Q3 2024
A detailed history of Fee Only Financial Planning, L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 4,635 shares of RDVY stock, worth $274,809. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,935
6.08%
Holding current value
$274,809
Previous $270 Million
1.57%
% of portfolio
0.18%
Previous 0.18%
Shares
7 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