Perigon Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 60,923 shares of RDVY stock, worth $3.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
60,923
Previous 60,833
0.15%
Holding current value
$3.34 Million
Previous $3.14 Million
8.88%
% of portfolio
0.1%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding RDVY
# of Institutions
544Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.03 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$773 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$469 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$318 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$255 Million0.02% of portfolio