Pmg Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Pmg Wealth Management, Inc.
- $94.2 Billion
- Q1 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 18,581 shares of RDVY stock, worth $1.06 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
18,581
Previous 18,581
-0.0%
Holding current value
$1.06 Million
Previous $1.1 Billion
1.01%
% of portfolio
1.16%
Previous 1.0%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
693Shares Held
174MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$926 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$572 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$514 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$401 Million0.57% of portfolio