Pinnacle Private Wealth, LLC First Trust Rising Dividend Ac Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 8,653 shares of RDVY stock, worth $506,892. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,653
Previous 8,098
6.85%
Holding current value
$506,892
Previous $397,000
10.83%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
691Shares 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$951 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$588 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$528 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$412 Million0.57% of portfolio