Pmg Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Pmg Wealth Management, Inc.
- $121 Billion
- Q2 2025
A detailed history of Pmg Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 16,763 shares of RDVY stock, worth $1.07 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
16,763
Previous 18,581
9.78%
Holding current value
$1.07 Million
Previous $1.09 Billion
3.31%
% of portfolio
0.87%
Previous 1.16%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
710Shares 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$703 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$608 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$449 Million0.57% of portfolio