Five Pine Wealth Management First Trust Rising Dividend Ac Transaction History
Five Pine Wealth Management
- $119 Billion
- Q4 2024
A detailed history of Five Pine Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Five Pine Wealth Management holds 83,291 shares of RDVY stock, worth $4.61 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
83,291Holding current value
$4.61 Million% of portfolio
4.15%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
172MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.18 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$899 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$555 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$499 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$389 Million0.57% of portfolio