Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History
Fee Only Financial Planning, L.C.
- $162 Billion
- Q2 2025
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 4,235 shares of RDVY stock, worth $286,582. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,235
Previous 4,235
-0.0%
Holding current value
$286,582
Previous $248 Million
7.17%
% of portfolio
0.16%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding RDVY
# of Institutions
712Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.75 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.14 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$758 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$667 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$479 Million0.11% of portfolio