Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $126 Billion
- Q2 2025
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 31,529 shares of RDVY stock, worth $2.01 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
31,529
Previous 32,441
2.81%
Holding current value
$2.01 Million
Previous $1.9 Billion
4.16%
% of portfolio
1.56%
Previous 1.73%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
709Shares Held
182MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.07 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$702 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$607 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$448 Million0.57% of portfolio