Principle Wealth Partners LLC First Trust Rising Dividend Ac Transaction History
Principle Wealth Partners LLC
- $1.33 Billion
- Q3 2024
A detailed history of Principle Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,705 shares of RDVY stock, worth $494,044. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,705
Previous 8,197
6.0%
Holding current value
$494,044
Previous $448,000
1.79%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
608Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.3 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$991 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$557 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$451 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$436 Million0.31% of portfolio