Presidio Capital Management, LLC First Trust Rising Dividend Ac Transaction History
Presidio Capital Management, LLC
- $142 Million
- Q2 2024
A detailed history of Presidio Capital Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Presidio Capital Management, LLC holds 7,317 shares of RDVY stock, worth $415,166. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,317
Previous 76,386
90.42%
Holding current value
$415,166
Previous $4.29 Million
90.68%
% of portfolio
0.28%
Previous 3.16%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.1 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$849 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$497 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$390 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$287 Million0.02% of portfolio