Paragon Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 12,223 shares of RDVY stock, worth $665,420. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,223
Previous 13,631
10.33%
Holding current value
$665,420
Previous $704,000
2.56%
% of portfolio
0.42%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio