Puff Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
A detailed history of Puff Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Puff Wealth Management, LLC holds 8,868 shares of RDVY stock, worth $560,723. This represents 0.91% of its overall portfolio holdings.
Number of Shares
8,868Holding current value
$560,723% of portfolio
0.91%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
630Shares Held
149MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.29 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$978 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$549 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$444 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$343 Million0.03% of portfolio