Wealth Plan Partners, LLC First Trust Rising Dividend Ac Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,754 shares of RDVY stock, worth $275,874. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,754
Previous 4,750
0.08%
Holding current value
$275,874
Previous $267 Million
2.44%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
564Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.12 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$868 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$508 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL6.87MShares$399 Million0.54% of portfolio
-
Bank Of America Corp Charlotte, NC5.05MShares$293 Million0.02% of portfolio