Pinnacle Wealth Management Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 100,323 shares of RDVY stock, worth $6.04 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
100,323
Previous 92,531
8.42%
Holding current value
$6.04 Million
Previous $5.47 Million
7.31%
% of portfolio
0.56%
Previous 0.52%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
181MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.42 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.01 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$662 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$573 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$423 Million0.57% of portfolio