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 $43,655. This represents 0.01% of its overall portfolio holdings.
Number of Shares
731
Previous 100
631.0%
Holding current value
$43,655
Previous $5,000
760.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
147MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$923 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$324 Million0.03% of portfolio