Steel Peak Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
A detailed history of Steel Peak Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 36,662 shares of RDVY stock, worth $2.16 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
36,662
Previous 38,192
4.01%
Holding current value
$2.16 Million
Previous $2.15 Million
6.43%
% of portfolio
0.09%
Previous 0.11%
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$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$882 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$405 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$298 Million0.02% of portfolio