Stone Crest Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Stone Crest Wealth Management, Inc.
- $210 Billion
- Q2 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 103,523 shares of RDVY stock, worth $7.01 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
103,523
Previous 112,775
8.2%
Holding current value
$7.01 Million
Previous $6.6 Billion
1.62%
% of portfolio
3.09%
Previous 4.2%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
712Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.75 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.14 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$758 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$667 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$479 Million0.11% of portfolio