Pensionmark Financial Group, LLC First Trust Rising Dividend Ac Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 67,106 shares of RDVY stock, worth $3.89 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
67,106
Previous 43,632
53.8%
Holding current value
$3.89 Million
Previous $2.45 Million
49.96%
% of portfolio
0.24%
Previous 0.42%
Shares
4 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