Wr Wealth Planners, LLC First Trust Rising Dividend Ac Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 731 shares of RDVY stock, worth $46,111. This represents 0.01% of its overall portfolio holdings.
Number of Shares
731
Previous 100
631.0%
Holding current value
$46,111
Previous $5,000
760.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
606Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$975 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$548 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$443 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$429 Million0.31% of portfolio