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 $289,872. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,935
6.08%
Holding current value
$289,872
Previous $270 Million
1.57%
% of portfolio
0.18%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding RDVY
# of Institutions
632Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$543 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio