Stonebridge Financial Planning Group, LLC First Trust Rising Dividend Ac Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 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 17,635 shares of RDVY stock, worth $1.11 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,635
Previous 16,459
7.15%
Holding current value
$1.11 Million
Previous $924,000
4.44%
% of portfolio
0.5%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio