Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History
Fee Only Financial Planning, L.C.
- $148 Billion
- Q1 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 5,135 shares of RDVY stock, worth $280,422. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,135
Previous 5,765
10.93%
Holding current value
$280,422
Previous $298 Million
3.17%
% of portfolio
0.19%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$769 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$467 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$316 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio