Gentry Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Gentry Private Wealth, LLC
- $144 Billion
- Q3 2025
A detailed history of Gentry Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 3,729 shares of RDVY stock, worth $249,581. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,729
Previous 3,903
4.46%
Holding current value
$249,581
Previous $245 Million
2.43%
% of portfolio
0.17%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares 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