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 $4.94 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
83,291Holding current value
$4.94 Million% of portfolio
4.15%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.26 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$964 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$595 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$535 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio