Pinnacle Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 8,653 shares of RDVY stock, worth $545,831. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,653
Previous 8,098
6.85%
Holding current value
$545,831
Previous $397,000
10.83%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio