Perissos Private Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 30,627 shares of RDVY stock, worth $1.87 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
30,627
Previous 16,436
86.34%
Holding current value
$1.87 Million
Previous $973 Million
86.11%
% of portfolio
1.35%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
685Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.3 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$993 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$613 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$551 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$429 Million0.57% of portfolio