Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 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 14,789 shares of RDVY stock, worth $809,697. This represents 0.75% of its overall portfolio holdings.
Number of Shares
14,789Holding current value
$809,697% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
543Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
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Morgan Stanley New York, NY14.1MShares$771 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA8.55MShares$468 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$317 Million0.49% of portfolio
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Bank Of America Corp Charlotte, NC4.64MShares$254 Million0.02% of portfolio