Pinnacle Wealth Management Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.04 Billion
- Q3 2024
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 91,199 shares of RDVY stock, worth $5.75 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
91,199
Previous 90,032
1.3%
Holding current value
$5.75 Million
Previous $4.93 Million
9.54%
% of portfolio
0.52%
Previous 0.51%
Shares
12 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