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 $509,402. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,653
Previous 8,098
6.85%
Holding current value
$509,402
Previous $397,000
10.83%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
583Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$881 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio