Twin Peaks Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 31,801 shares of RDVY stock, worth $1.8 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
31,801
Previous 35,053
9.28%
Holding current value
$1.8 Million
Previous $2.07 Billion
15.07%
% of portfolio
0.8%
Previous 0.88%
Shares
6 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
173MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.21 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$921 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$569 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$511 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$398 Million0.57% of portfolio