Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,436 shares of RDVY stock, worth $1.03 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
16,436
Previous 15,520
5.9%
Holding current value
$1.03 Million
Previous $850 Million
14.53%
% of portfolio
0.78%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
617Shares Held
148MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$969 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$544 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$340 Million0.03% of portfolio