Wr Wealth Planners, LLC First Trust Rising Dividend Ac Call Options Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RDVY

# of Institutions

659

Shares Held

163M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.31 Billion
0.53% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$952 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$618 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$555 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$433 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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