Stone Crest Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Stone Crest Wealth Management, Inc.
- $157 Billion
- Q1 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 112,775 shares of RDVY stock, worth $6.54 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
112,775Holding current value
$6.54 Million% of portfolio
4.2%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
171MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio