Gentry Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Gentry Private Wealth, LLC
- $24 Billion
- Q4 2024
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 3,896 shares of RDVY stock, worth $227,682. This represents 0.96% of its overall portfolio holdings.
Number of Shares
3,896
Previous 3,546
9.87%
Holding current value
$227,682
Previous $210 Million
9.74%
% of portfolio
0.96%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.25 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$949 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$586 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$526 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$411 Million0.57% of portfolio