Stonebridge Financial Planning Group, LLC First Trust Rising Dividend Ac Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 18,336 shares of RDVY stock, worth $1.16 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
18,336
Previous 17,635
3.98%
Holding current value
$1.16 Million
Previous $965,000
12.44%
% of portfolio
0.54%
Previous 0.5%
Shares
13 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio