Jpl Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Jpl Wealth Management, LLC
- $421 Billion
- Q3 2025
A detailed history of Jpl Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 2,762 shares of RDVY stock, worth $184,860. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,762Holding current value
$184,860% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
746Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio