Five Pine Wealth Management First Trust Rising Dividend Ac Transaction History
Five Pine Wealth Management
- $119 Billion
- Q4 2024
A detailed history of Five Pine Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Five Pine Wealth Management holds 83,291 shares of RDVY stock, worth $5.21 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
83,291Holding current value
$5.21 Million% of portfolio
4.15%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
638Shares Held
150MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$967 Million0.07% of portfolio
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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