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 $4.83 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
83,291Holding current value
$4.83 Million% of portfolio
4.15%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
171MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio