Fsb Premier Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Fsb Premier Wealth Management, Inc.
- $215 Million
- Q2 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 17,213 shares of RDVY stock, worth $998,870. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,213
Previous 19,337
10.98%
Holding current value
$998,870
Previous $1.09 Million
13.26%
% of portfolio
0.44%
Previous 0.52%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio